HB 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 | $9.86M | Buy |
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|
2025
Q2 | $9.59M | Sell |
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|
2025
Q1 | $9.58M | Buy |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $6.58M | Buy |
|
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|
2024
Q2 | $4.79M | Sell |
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|
2024
Q1 | $5.62M | Buy |
|
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|
2023
Q4 | $3.62M | Sell |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $822K | Sell |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.12M | Buy |
|