HighMark 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 | $7.35K | Buy |
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|
2025
Q2 | $3.54K | Buy |
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|
2025
Q1 | $5.1K | Hold |
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|
2024
Q4 | $6.35K | Hold |
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|
2024
Q3 | $5.2K | Sell |
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|
2024
Q2 | $5.14K | Hold |
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|
2024
Q1 | $9.94K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $128K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $4K | Buy |
|