Hohimer 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 | $328K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.13M | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.46M | Buy |
|
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|
2022
Q2 | $2.79M | Sell |
|
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $4.55M | Sell |
|
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|
2021
Q3 | $5.14M | Buy |
|
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|
2021
Q2 | $4.23M | Buy |
|
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|
2021
Q1 | $3.5M | Buy |
|
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|
2020
Q4 | $3.36M | Buy |
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|
2020
Q3 | $3.82M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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