Copperwynd Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $782K | Buy |
|
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $218K | Buy |
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