Drive 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 | $1.39M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $849K | Buy |
|
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|
2024
Q3 | $667K | Sell |
|
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|
2024
Q2 | $665K | Buy |
|
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|
2024
Q1 | $765K | Sell |
|
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|
2023
Q4 | $698K | Buy |
|
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|
2023
Q3 | $534K | Sell |
|
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $620K | Buy |
|
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|
2022
Q4 | $281K | Sell |
|
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $668K | Buy |
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|
2021
Q4 | $578K | Buy |
|