Geneos 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 | $4.11M | Sell |
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|
2025
Q2 | $5.59M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $943K | Sell |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $192K | Sell |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $179K | Buy |
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|
2019
Q2 | $127K | Sell |
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|
2019
Q1 | $179K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $171K | Sell |
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|
2018
Q2 | $158K | Buy |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $70K | Hold |
|
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|
2017
Q3 | $64K | Buy |
|
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|
2017
Q2 | $8K | Sell |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $20K | Buy |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $12K | Buy |
|