Marks Group 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 | $10.5M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.32M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.27M | Buy |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.47M | Sell |
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|
2023
Q1 | $7.11M | Buy |
|
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $5.09M | Buy |
|
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|
2021
Q4 | $5.4M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.02M | Buy |
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|
2021
Q1 | $4.26M | Buy |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.46M | Buy |
|