Curated Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $970K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $413K | Hold |
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|
2021
Q4 | $413K | Hold |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $474K | Buy |
|