KWB 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
Q3 | $426K | Buy |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $258K | Buy |
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