Midland Wealth Advisors’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
$737K Sell
2025
Q1
$798K Buy
2024
Q4
$965K Sell
2024
Q3
$823K Buy
2024
Q2
$763K Buy
2024
Q1
$887K Sell
2023
Q4
$835K Buy