CW
Connectus Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $44.6M | Sell |
147,996
-20,710
| -12% | -$6.24M | 1.22% | 17 |
|
|
2023
Q4 | $44.4M | Buy |
168,706
+13,443
| +9% | +$3.54M | 0.91% | 24 |
|
|
2023
Q3 | $31.5M | Sell |
155,263
-2,264
| -1% | -$459K | 0.7% | 33 |
|
|
2023
Q2 | $33.3M | Buy |
157,527
+19,925
| +14% | +$4.21M | 0.77% | 30 |
|
|
2023
Q1 | $27.5M | Sell |
137,602
-7,649
| -5% | -$1.53M | 0.68% | 46 |
|
|
2022
Q4 | $19.3M | Sell |
145,251
-5,402
| -4% | -$716K | 0.46% | 64 |
|
|
2022
Q3 | $21.7M | Sell |
150,653
-21
| -0% | -$3.02K | 0.45% | 66 |
|
|
2022
Q2 | $24.9M | Buy |
150,674
+42,835
| +40% | +$7.07M | 0.57% | 50 |
|
|
2022
Q1 | $27.4M | Sell |
107,839
-4,289
| -4% | -$1.09M | 0.87% | 33 |
|
|
2021
Q4 | $28.5M | Buy |
+112,128
| New | +$28.5M | 1.1% | 25 |
|