Naviter 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
Q2 | $2.56M | Buy |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $3.08M | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.06M | Buy |
|
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.56M | Buy |
|
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $937K | Sell |
|
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $816K | Sell |
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|
2022
Q2 | $1.07M | Buy |
|