Jeppson 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 | $480K | Buy |
|
|||||
|
2025
Q2 | $548K | Buy |
|
|||||
|
2025
Q1 | $507K | Buy |
|
|||||
|
2024
Q4 | $622K | Sell |
|
|||||
|
2024
Q3 | $522K | Buy |
|
|||||
|
2024
Q2 | $490K | Buy |
|
|||||
|
2024
Q1 | $483K | Sell |
|
|||||
|
2023
Q4 | $425K | Sell |
|
|||||
|
2023
Q3 | $339K | Sell |
|
|||||
|
2023
Q2 | $360K | Sell |
|
|||||
|
2023
Q1 | $377K | Buy |
|
|||||
|
2022
Q4 | $242K | Sell |
|
|||||
|
2022
Q3 | $395K | Buy |
|
|||||
|
2022
Q2 | $396K | Buy |
|
|||||
|
2022
Q1 | $449K | Buy |
|
|||||
|
2021
Q4 | $377K | Buy |
|
|||||
|
2021
Q3 | $353K | Hold |
|
|||||
|
2021
Q2 | $318K | Buy |
|
|||||
|
2021
Q1 | $275K | Buy |
|
|||||
|
2020
Q4 | $236K | Buy |
|
|||||
|
2020
Q3 | $266K | Buy |
|