CCWM
Correct Capital Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
9,433
+6,042
| +178% | +$1.65M | 0.38% | 24 |
|
|
2025
Q1 | $910K | Buy |
3,391
+135
| +4% | +$36.2K | 0.15% | 57 |
|
|
2024
Q4 | $1.09M | Buy |
3,256
+87
| +3% | +$29.1K | 0.22% | 52 |
|
|
2024
Q3 | $867K | Buy |
3,169
+218
| +7% | +$59.7K | 0.19% | 57 |
|
|
2024
Q2 | $759K | Buy |
2,951
+1,915
| +185% | +$492K | 0.18% | 59 |
|
|
2024
Q1 | $312K | Sell |
1,036
-12
| -1% | -$3.62K | 0.07% | 107 |
|
|
2023
Q4 | $276K | Buy |
+1,048
| New | +$276K | 0.07% | 104 |
|