Connecticut Wealth Management’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 | $988K | Buy |
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|
2025
Q1 | $971K | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $539K | Sell |
|
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|
2024
Q2 | $512K | Buy |
|
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|
2024
Q1 | $578K | Sell |
|
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|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $216K | Buy |
|
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|
2022
Q2 | $202K | Buy |
|
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $443K | Buy |
|
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $441K | Buy |
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