Cordatus 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
$5.64M Buy
2022
Q1
Sell
2021
Q4
$4.38M Buy
2021
Q3
$4.01M Buy
2021
Q1
$4.21M Sell
2020
Q4
$4.59M Buy