Global Wealth Management Investment Advisory’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 | $3.05M | Buy |
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|
2025
Q1 | $2.72M | Buy |
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|
2024
Q4 | $3.03M | Buy |
|
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|
2024
Q3 | $1.97M | Buy |
|
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|
2024
Q2 | $1.73M | Buy |
|
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|
2024
Q1 | $1.86M | Sell |
|
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|
2023
Q4 | $1.65M | Sell |
|
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|
2023
Q3 | $1.35M | Buy |
|
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|
2023
Q2 | $1.35M | Sell |
|
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|
2023
Q1 | $1.95M | Sell |
|
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|
2022
Q4 | $1.38M | Buy |
|
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|
2022
Q3 | $1.47M | Buy |
|
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|
2022
Q2 | $1.62M | Buy |
|
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|
2022
Q1 | $1.74M | Buy |
|
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|
2021
Q4 | $1.8M | Buy |
|
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|
2021
Q3 | $1.79M | Buy |
|
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|
2021
Q2 | $1.47M | Buy |
|
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|
2021
Q1 | $1.23M | Buy |
|
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|
2020
Q4 | $852K | Buy |
|
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|
2020
Q3 | $858K | Sell |
|
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|
2020
Q2 | $694K | Buy |
|
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|
2020
Q1 | $466K | Buy |
|
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|
2019
Q4 | $510K | Buy |
|
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $475K | Buy |
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|
2019
Q1 | $482K | Sell |
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|
2018
Q4 | $448K | Buy |
|