PWP
Perfromance Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
7,469
+171
| +2% | +$46.6K | 0.07% | 49 |
|
|
2025
Q1 | $1.96M | Sell |
7,298
-55
| -0.7% | -$14.8K | 0.07% | 45 |
|
|
2024
Q4 | $2.46M | Buy |
7,353
+8
| +0.1% | +$2.68K | 0.08% | 42 |
|
|
2024
Q3 | $2M | Buy |
7,345
+2,521
| +52% | +$687K | 0.07% | 47 |
|
|
2024
Q2 | $1.24M | Buy |
4,824
+2,505
| +108% | +$644K | 0.05% | 51 |
|
|
2024
Q1 | $698K | Sell |
2,319
-45
| -2% | -$13.6K | 0.03% | 75 |
|
|
2023
Q4 | $622K | Sell |
2,364
-127
| -5% | -$33.4K | 0.03% | 89 |
|
|
2023
Q3 | $505K | Buy |
2,491
+120
| +5% | +$24.3K | 0.02% | 104 |
|
|
2023
Q2 | $507K | Sell |
2,371
-182
| -7% | -$38.9K | 0.02% | 115 |
|
|
2023
Q1 | $510K | Buy |
+2,553
| New | +$510K | 0.03% | 108 |
|
|
2022
Q4 | – | Sell |
-8,553
| Closed | -$1.23M | – | 165 |
|
|
2022
Q3 | $1.23M | Sell |
8,553
-1,014
| -11% | -$146K | 0.07% | 60 |
|
|
2022
Q2 | $1.58M | Sell |
9,567
-1,150
| -11% | -$190K | 0.09% | 56 |
|
|
2022
Q1 | $2.28M | Sell |
10,717
-3,361
| -24% | -$713K | 0.1% | 52 |
|
|
2021
Q4 | $3.58M | Buy |
+14,078
| New | +$3.58M | 0.14% | 46 |
|