GDS 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 | $18M | Buy |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $20.3M | Buy |
|
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|
2024
Q3 | $16.1M | Buy |
|
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|
2024
Q2 | $14.2M | Buy |
|
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|
2024
Q1 | $15.5M | Buy |
|
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|
2023
Q4 | $13M | Buy |
|
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|
2023
Q3 | $9.11M | Buy |
|
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|
2023
Q2 | $8.89M | Buy |
|
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|
2023
Q1 | $8.26M | Sell |
|
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|
2022
Q4 | $7.84M | Sell |
|
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|
2022
Q3 | $9.22M | Buy |
|
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|
2022
Q2 | $9.45M | Buy |
|
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|
2022
Q1 | $2.94M | Buy |
|
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|
2021
Q4 | $2.96M | Buy |
|