FSA 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 | $25.5K | Buy |
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|
2025
Q1 | $25.1K | Hold |
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|
2024
Q4 | $31.2K | Sell |
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|
2024
Q3 | $52.6K | Buy |
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|
2024
Q1 | $37.9K | Sell |
|
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|
2023
Q4 | $40K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $41K | Buy |
|