Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.41M | Sell |
|
|||||
|
2024
Q3 | $2.83M | Sell |
|
|||||
|
2024
Q2 | $2.69M | Sell |
|
|||||
|
2024
Q1 | $3.24M | Sell |
|
|||||
|
2023
Q4 | $3.24M | Buy |
|
|||||
|
2023
Q3 | $2.45M | Buy |
|
|||||
|
2023
Q2 | $2.49M | Sell |
|
|||||
|
2023
Q1 | $2.47M | Sell |
|
|||||
|
2022
Q4 | $1.68M | Buy |
|
|||||
|
2022
Q3 | $1.56K | Sell |
|
|||||
|
2022
Q2 | $1.84M | Sell |
|
|||||
|
2022
Q1 | $5.07M | Sell |
|
|||||
|
2021
Q4 | $6.22M | Buy |
|
|||||
|
2021
Q3 | $6.43M | Sell |
|
|||||
|
2021
Q2 | $5.96M | Buy |
|
|||||
|
2021
Q1 | $5.1M | Buy |
|
|||||
|
2020
Q4 | $4.61M | Buy |
|
|||||
|
2020
Q3 | $2.33M | Buy |
|
|||||
|
2020
Q2 | $1.44M | Buy |
|
|||||
|
2020
Q1 | $1.04M | Sell |
|
|||||
|
2019
Q4 | $1.34M | Sell |
|
|||||
|
2019
Q3 | $1.29M | Sell |
|
|||||
|
2019
Q2 | $1.47M | Buy |
|
|||||
|
2019
Q1 | $1.33M | Buy |
|
|||||
|
2018
Q4 | $630K | Buy |
|