Parisi Gray 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
Q3 | – | Sell |
|
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|
2025
Q2 | $553K | Sell |
|
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|
2025
Q1 | $870K | Buy |
|
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|
2024
Q4 | $473K | Buy |
|
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|
2024
Q3 | $347K | Buy |
|
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|
2024
Q2 | $310K | Buy |
|
|||||
|
2024
Q1 | $325K | Buy |
|
|||||
|
2023
Q4 | $277K | Sell |
|
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|
2023
Q3 | $221K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $270K | Buy |
|
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|
2021
Q4 | $208K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $106K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $46K | Hold |
|
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|
2018
Q4 | $39K | Hold |
|
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|
2018
Q3 | $46K | Hold |
|
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|
2018
Q2 | $41K | Hold |
|
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|
2018
Q1 | $34K | Hold |
|
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|
2017
Q4 | $30K | Buy |
|