ERWM
Elk River Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
897
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $241K | Hold |
897
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $300K | Hold |
897
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $246K | Hold |
897
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $231K | Sell |
897
-40
| -4% | -$10.3K | 0.05% | 84 |
|
|
2024
Q1 | $283K | Buy |
+937
| New | +$283K | 0.06% | 82 |
|
|
2023
Q1 | – | Sell |
-14,887
| Closed | -$1.97M | – | 109 |
|
|
2022
Q4 | $1.97M | Sell |
14,887
-2,415
| -14% | -$320K | 0.48% | 48 |
|
|
2022
Q3 | $2.49M | Buy |
17,302
+566
| +3% | +$81.4K | 0.66% | 45 |
|
|
2022
Q2 | $2.76M | Buy |
16,736
+674
| +4% | +$111K | 0.7% | 46 |
|
|
2022
Q1 | $3.41M | Buy |
16,062
+1,433
| +10% | +$304K | 0.74% | 44 |
|
|
2021
Q4 | $3.72M | Buy |
14,629
+99
| +0.7% | +$25.2K | 0.84% | 40 |
|
|
2021
Q3 | $3.94M | Buy |
14,530
+447
| +3% | +$121K | 1% | 35 |
|
|
2021
Q2 | $3.44M | Buy |
14,083
+193
| +1% | +$47.1K | 0.89% | 40 |
|
|
2021
Q1 | $2.94M | Buy |
13,890
+1,255
| +10% | +$266K | 0.84% | 43 |
|
|
2020
Q4 | $2.81M | Buy |
+12,635
| New | +$2.81M | 0.93% | 39 |
|