Liberty 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
Q2 | $566K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215 | Sell |
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|
2021
Q3 | $373K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $41K | Buy |
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|
2019
Q3 | $17K | Sell |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $14K | Buy |
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