Eads & Heald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $321K | Sell |
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|
2025
Q4 | $638K | Sell |
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|
2025
Q3 | $683K | Sell |
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|
2025
Q2 | $911K | Buy |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $968K | Buy |
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|
2020
Q4 | $990K | Buy |
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