Mascoma 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 | $141K | Hold |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $173K | Buy |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $141K | Hold |
|
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|
2023
Q4 | $123K | Hold |
|
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|
2023
Q3 | $94.7K | Hold |
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|
2023
Q2 | $98.8K | Hold |
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|
2023
Q1 | $92.6K | Hold |
|
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|
2022
Q4 | $61.9K | Hold |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $99K | Buy |
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