Destination 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 | $302K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $239K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $180K | Buy |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $92K | Buy |
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|
2018
Q3 | $90K | Buy |
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|
2018
Q2 | $57K | Sell |
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|
2018
Q1 | $81K | Buy |
|