KSWA
Kathleen S. Wright Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Hold |
117
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $31.4K | Hold |
117
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $39.1K | Hold |
117
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $32K | Hold |
117
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $30.1K | Hold |
117
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $35.2K | Hold |
117
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $30.8K | Buy |
+117
| New | +$30.8K | 0.02% | 137 |
|