Elk River 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 | – | Sell |
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|
2025
Q4 | $238K | Hold |
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|
2025
Q3 | $213K | Hold |
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|
2025
Q2 | $245K | Hold |
|
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|
2025
Q1 | $241K | Hold |
|
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|
2024
Q4 | $300K | Hold |
|
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|
2024
Q3 | $246K | Hold |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $1.97M | Sell |
|
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|
2022
Q3 | $2.49M | Buy |
|
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $3.41M | Buy |
|
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|
2021
Q4 | $3.72M | Buy |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.81M | Buy |
|