King Wealth Management Group’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 | $669K | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $872K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $4.7M | Sell |
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|
2021
Q3 | $5.36M | Sell |
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|
2021
Q2 | $5.14M | Sell |
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|
2021
Q1 | $9.69M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $9.02M | Buy |
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|
2020
Q2 | $6.57M | Sell |
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|
2020
Q1 | $5.95M | Sell |
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|
2019
Q4 | $6.92M | Buy |
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|
2019
Q3 | $6.21M | Buy |
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|
2019
Q2 | $6.01M | Buy |
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|
2019
Q1 | $5.65M | Buy |
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|
2018
Q4 | $3.8M | Buy |
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|
2018
Q3 | $4.33M | Buy |
|