LAS
LWM Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-809
| Closed | -$218K | – | 95 |
|
|
2025
Q1 | $218K | Buy |
809
+11
| +1% | +$2.96K | 0.15% | 92 |
|
|
2024
Q4 | $265K | Buy |
+798
| New | +$265K | 0.18% | 83 |
|
|
2024
Q1 | – | Sell |
-864
| Closed | -$227K | – | 89 |
|
|
2023
Q4 | $227K | Buy |
+864
| New | +$227K | 0.2% | 74 |
|
|
2022
Q4 | – | Sell |
-3,927
| Closed | -$569K | – | 93 |
|
|
2022
Q3 | $569K | Buy |
3,927
+486
| +14% | +$70.4K | 0.64% | 45 |
|
|
2022
Q2 | $568K | Buy |
3,441
+9
| +0.3% | +$1.49K | 0.68% | 42 |
|
|
2022
Q1 | $729K | Buy |
3,432
+363
| +12% | +$77.1K | 0.91% | 30 |
|
|
2021
Q4 | $780K | Buy |
+3,069
| New | +$780K | 0.97% | 29 |
|