LJI 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
$472K Buy
2025
Q1
$464K Buy
2024
Q4
$542K Buy
2024
Q3
$437K Sell
2024
Q2
$414K Buy
2024
Q1
Sell
2023
Q4
$398K Sell
2023
Q3
$318K Buy
2023
Q2
$277K Hold
2023
Q1
$262K Sell
2022
Q4
$217K Buy