Cornerstone Wealth Group’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 | $733K | Buy |
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|
2025
Q1 | $688K | Sell |
|
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | $625K | Sell |
|
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|
2024
Q2 | $615K | Sell |
|
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|
2024
Q1 | $4.08M | Sell |
|
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|
2023
Q4 | $4.48M | Sell |
|
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|
2023
Q3 | $3.58M | Buy |
|
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $212K | Sell |
|
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|
2020
Q2 | $1.99M | Buy |
|
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|
2020
Q1 | $1.41M | Buy |
|
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|
2019
Q4 | $1.17M | Buy |
|
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|
2019
Q3 | $1M | Buy |
|
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|
2019
Q2 | $980K | Sell |
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|
2019
Q1 | $1.03M | Buy |
|