Marcum 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
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $775K | Buy |
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|
2024
Q1 | $890K | Buy |
|
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $550K | Buy |
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