Finer 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 | $3.38M | Buy |
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|
2025
Q1 | $3.28M | Buy |
|
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|
2024
Q4 | $4.03M | Buy |
|
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|
2024
Q3 | $3.3M | Buy |
|
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|
2024
Q2 | $3.07M | Sell |
|
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|
2024
Q1 | $3.67M | Buy |
|
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|
2023
Q4 | $3M | Buy |
|
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|
2023
Q3 | $2.27M | Buy |
|
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|
2023
Q2 | $2.28M | Buy |
|
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|
2023
Q1 | $2.13M | Buy |
|
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|
2022
Q4 | $1.39M | Sell |
|
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|
2022
Q3 | $1.62M | Buy |
|
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|
2022
Q2 | $1.83M | Buy |
|
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|
2022
Q1 | $2.26M | Sell |
|
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|
2021
Q4 | $2.81M | Buy |
|