PWCM
Processus Wealth & Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,890
+565
| +6% | +$154K | 2.13% | 21 |
|
|
2025
Q1 | $2.5M | Buy |
9,325
+64
| +0.7% | +$17.2K | 2.13% | 22 |
|
|
2024
Q4 | $3.1M | Sell |
9,261
-639
| -6% | -$214K | 2.47% | 17 |
|
|
2024
Q3 | $2.71M | Sell |
9,900
-534
| -5% | -$146K | 2.23% | 21 |
|
|
2024
Q2 | $2.68M | Sell |
10,434
-36
| -0.3% | -$9.26K | 2.22% | 19 |
|
|
2024
Q1 | $3.15M | Buy |
10,470
+470
| +5% | +$142K | 2.8% | 14 |
|
|
2023
Q4 | $2.63M | Buy |
+10,000
| New | +$2.63M | 2.63% | 14 |
|