Peninsula Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $530K | Buy |
|
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|
2023
Q4 | $461K | Buy |
|
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $258K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $229K | Buy |
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