Masso Torrence 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 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $940K | Buy |
|
|||||
|
2024
Q4 | $1.13M | Buy |
|
|||||
|
2024
Q3 | $883K | Sell |
|
|||||
|
2024
Q2 | $874K | Buy |
|
|||||
|
2024
Q1 | $976K | Buy |
|
|||||
|
2023
Q4 | $829K | Buy |
|
|||||
|
2023
Q3 | $527K | Sell |
|
|||||
|
2023
Q2 | $564K | Buy |
|
|||||
|
2023
Q1 | $525K | Sell |
|
|||||
|
2022
Q4 | $410K | Sell |
|
|||||
|
2022
Q3 | $592K | Buy |
|
|||||
|
2022
Q2 | $618K | Buy |
|
|||||
|
2022
Q1 | $741K | Buy |
|
|||||
|
2021
Q4 | $851K | Buy |
|