Elevatus Welath 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
$200K Buy
2024
Q3
Sell
2024
Q2
$207K Sell
2024
Q1
$273K Hold
2023
Q4
$239K Buy