Prentice 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 | $711K | Buy |
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|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $864K | Buy |
|
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|
2024
Q3 | $686K | Buy |
|
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|
2024
Q2 | $635K | Buy |
|
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|
2024
Q1 | $728K | Buy |
|
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $137K | Buy |
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|
2021
Q1 | $45K | Buy |
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