Mine & Arao Wealth Creation & 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 | $298K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $342K | Sell |
|
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|
2023
Q4 | $305K | Buy |
|
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $160K | Hold |
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|
2021
Q4 | $191K | Hold |
|
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $167K | Hold |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $140K | Hold |
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|
2020
Q1 | $108K | Hold |
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|
2019
Q4 | $122K | Buy |
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