FAS Wealth Partners’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 | $723K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $875K | Sell |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $707K | Sell |
|
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $513K | Sell |
|
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|
2022
Q4 | $349K | Sell |
|
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $648K | Buy |
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|
2021
Q2 | $543K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $265K | Buy |
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