Prosperity Consulting Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
4,287
-1,147
| -21% | -$313K | 0.09% | 202 |
|
|
2025
Q1 | $1.46M | Buy |
5,434
+130
| +2% | +$34.9K | 0.11% | 176 |
|
|
2024
Q4 | $1.77M | Buy |
5,304
+324
| +7% | +$108K | 0.13% | 158 |
|
|
2024
Q3 | $1.36M | Buy |
4,980
+2,742
| +123% | +$751K | 0.11% | 188 |
|
|
2024
Q2 | $575K | Buy |
2,238
+239
| +12% | +$61.4K | 0.08% | 177 |
|
|
2024
Q1 | $602K | Buy |
+1,999
| New | +$602K | 0.08% | 171 |
|