Destiny 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 | $201K | Sell |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $3.7M | Sell |
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|
2024
Q3 | $3.07M | Sell |
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|
2024
Q2 | $3.18M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $115K | Buy |
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