Golden State 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 | $493K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2022
Q1 | $700K | Sell |
|
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|
2021
Q4 | $1.24M | Buy |
|
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|
2021
Q3 | $989K | Sell |
|
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|
2021
Q2 | $1.18M | Buy |
|
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|
2021
Q1 | $701K | Sell |
|
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|
2020
Q4 | $952K | Buy |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $404K | Buy |
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|
2019
Q1 | $356K | Buy |
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