Greenwich 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 | $657K | Sell |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $846K | Sell |
|
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|
2024
Q3 | $731K | Buy |
|
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|
2024
Q2 | $657K | Sell |
|
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|
2024
Q1 | $772K | Buy |
|
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|
2023
Q4 | $648K | Buy |
|
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|
2023
Q3 | $459K | Buy |
|
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|
2023
Q2 | $476K | Hold |
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|
2023
Q1 | $450K | Hold |
|
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|
2022
Q4 | $298K | Hold |
|
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|
2022
Q3 | $324K | Buy |
|
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $474K | Sell |
|
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|
2021
Q4 | $598K | Sell |
|
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $217K | Buy |
|