Independent Solutions 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 | $510K | Sell |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $586K | Buy |
|
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|
2024
Q2 | $513K | Sell |
|
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|
2024
Q1 | $2.27M | Sell |
|
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.31M | Buy |
|
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|
2023
Q2 | $226K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $511K | Buy |
|
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Buy |
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