Focused 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
Q3 | $240K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $667K | Buy |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $92K | Sell |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $180K | Buy |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | $173K | Sell |
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|
2020
Q2 | $131K | Hold |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $91K | Hold |
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|
2019
Q1 | $95K | Buy |
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|
2018
Q4 | $8K | Buy |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $28K | Buy |
|