EPG 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 | $2.12M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.49M | Buy |
|
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|
2023
Q4 | $2.31M | Buy |
|
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.47M | Buy |
|
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|
2023
Q1 | $1.32M | Sell |
|
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|
2022
Q4 | $881K | Buy |
|
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|
2022
Q3 | $930K | Sell |
|
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|
2022
Q2 | $1.1M | Sell |
|
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|
2022
Q1 | $1.53M | Buy |
|
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|
2021
Q4 | $1.8M | Buy |
|
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|
2021
Q3 | $1.66M | Buy |
|
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|
2021
Q2 | $1.46M | Sell |
|
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|
2021
Q1 | $1.28M | Sell |
|
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.27M | Sell |
|
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $646K | Sell |
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|
2019
Q4 | $766K | Buy |
|