CWM
Concentrum Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
3,022
-2
| -0.1% | -$545 | 0.26% | 37 |
|
|
2025
Q1 | $812K | Buy |
3,024
+21
| +0.7% | +$5.64K | 0.3% | 40 |
|
|
2024
Q4 | $1M | Buy |
+3,003
| New | +$1M | 0.35% | 34 |
|
|
2024
Q1 | – | Sell |
-771
| Closed | -$203K | – | 71 |
|
|
2023
Q4 | $203K | Buy |
+771
| New | +$203K | 0.11% | 63 |
|