Pioneer Wealth Management Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
1,535
| – | – | 0.16% | 36 |
|
|
2025
Q1 | $412K | Buy |
+1,535
| New | +$412K | 0.18% | 28 |
|
|
2024
Q3 | $457K | Hold |
1,668
| – | – | 0.22% | 32 |
|
|
2024
Q2 | $429K | Buy |
1,668
+812
| +95% | +$209K | 0.23% | 32 |
|
|
2024
Q1 | $258K | Sell |
856
-63
| -7% | -$19K | 0.15% | 36 |
|
|
2023
Q4 | $242K | Buy |
+919
| New | +$242K | 0.15% | 33 |
|