Prestige Wealth Management Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7K | Hold |
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|
2025
Q1 | $78.4K | Hold |
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|
2024
Q4 | $97.7K | Hold |
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|
2024
Q3 | $80K | Sell |
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|
2024
Q2 | $76.9K | Sell |
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|
2024
Q1 | $93.8K | Sell |
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|
2023
Q4 | $83.2K | Sell |
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|
2023
Q3 | $84.4K | Sell |
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|
2023
Q2 | $109K | Sell |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $182K | Sell |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $423K | Sell |
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|
2019
Q3 | $482K | Buy |
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|
2019
Q2 | $476K | Sell |
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|
2019
Q1 | $532K | Sell |
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|
2018
Q4 | $595K | Buy |
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