Opes 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
Q2 | $404K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $360K | Buy |
|
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|
2024
Q2 | $326K | Sell |
|
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|
2024
Q1 | $393K | Buy |
|
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|
2023
Q4 | $341K | Buy |
|
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|
2023
Q3 | $255K | Sell |
|
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $222K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $236K | Buy |
|
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $234K | Sell |
|
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | $243K | Buy |
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