Journey Strategic Wealth’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 | $1.68M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $522K | Buy |
|
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $418K | Buy |
|
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $312K | Buy |
|