Highline Wealth Partners’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 | $156K | Sell |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $105K | Buy |
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|
2023
Q2 | $37.8K | Hold |
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|
2023
Q1 | $35.8K | Hold |
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|
2022
Q4 | $23.7K | Sell |
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|
2022
Q3 | $32.9K | Buy |
|