Peterson Wealth Services’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 | $516K | Buy |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $737K | Buy |
|
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|
2024
Q3 | $579K | Buy |
|
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|
2024
Q2 | $518K | Buy |
|
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|
2024
Q1 | $597K | Sell |
|
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|
2023
Q4 | $524K | Sell |
|
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $402K | Buy |
|
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|
2023
Q1 | $372K | Sell |
|
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.92M | Buy |
|