Confluence Wealth Services’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 | $1.47M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $361K | Buy |
|