MinichMacGregor 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
Q1 | – | Sell |
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|
2024
Q4 | $240K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $30.8K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $16K | Sell |
|
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $11K | Sell |
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|
2017
Q3 | $10K | Hold |
|
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|
2017
Q2 | $9K | Sell |
|
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|
2017
Q1 | $12K | Sell |
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|
2016
Q4 | $12K | Buy |
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|
2016
Q3 | $10K | Sell |
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|
2016
Q2 | $11K | Hold |
|
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $13K | Buy |
|