Morton Brown Family Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.95K | Sell |
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|
2025
Q2 | $16.4K | Hold |
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|
2025
Q1 | $16.1K | Buy |
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|
2024
Q4 | $14K | Hold |
|
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|
2024
Q3 | $11.5K | Hold |
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|
2024
Q2 | $10.4K | Hold |
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|
2024
Q1 | $12.7K | Hold |
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|
2023
Q4 | $11.1K | Hold |
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|
2023
Q3 | $8.52K | Hold |
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|
2023
Q2 | $8.87K | Sell |
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|
2023
Q1 | $11K | Buy |
|
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|
2022
Q4 | $3.98K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $20K | Buy |
|