Linscomb 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 | $4.5M | Buy |
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|
2025
Q1 | $4.28M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $4.25M | Sell |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.27M | Sell |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $3.38M | Buy |
|
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.67M | Sell |
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|
2022
Q1 | $3.53M | Buy |
|
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $3.47M | Buy |
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|
2021
Q1 | $2.84M | Buy |
|
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $3.25M | Buy |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $965K | Buy |
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|
2019
Q2 | $919K | Sell |
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|
2019
Q1 | $981K | Buy |
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|
2018
Q4 | $836K | Buy |
|
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $744K | Buy |
|
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|
2018
Q1 | $534K | Buy |
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|
2017
Q4 | $433K | Sell |
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|
2017
Q3 | $408K | Buy |
|
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|
2017
Q2 | $363K | Buy |
|
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|
2017
Q1 | $337K | Buy |
|
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|
2016
Q4 | $260K | Buy |
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