CWG
Crown Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
2,690
-7
| -0.3% | -$1.91K | 0.28% | 45 |
|
|
2025
Q1 | $724K | Buy |
2,697
+76
| +3% | +$20.4K | 0.38% | 40 |
|
|
2024
Q4 | $876K | Sell |
2,621
-2,953
| -53% | -$987K | 0.36% | 43 |
|
|
2024
Q3 | $1.53M | Sell |
5,574
-169
| -3% | -$46.3K | 0.66% | 26 |
|
|
2024
Q2 | $1.48M | Buy |
5,743
+4,476
| +353% | +$1.15M | 0.74% | 23 |
|
|
2024
Q1 | $382K | Buy |
1,267
+418
| +49% | +$126K | 0.2% | 59 |
|
|
2023
Q4 | $223K | Buy |
+849
| New | +$223K | 0.13% | 83 |
|