Concord Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.58M | Sell |
|
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|
2024
Q1 | $2.03M | Buy |
|
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|
2023
Q4 | $1.53M | Buy |
|
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|
2023
Q3 | $621K | Buy |
|
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $227K | Sell |
|
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|
2022
Q4 | $222K | Sell |
|
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $400K | Buy |
|
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $128K | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $150K | Buy |
|