High Note Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
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|
2025
Q4 | $407K | Buy |
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|
2025
Q3 | $348K | Sell |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $737K | Sell |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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