Pursue Wealth Partners’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 | $2.06M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.31M | Buy |
|
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|
2024
Q2 | $972K | Buy |
|
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|
2024
Q1 | $876K | Hold |
|
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|
2023
Q4 | $765K | Hold |
|
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|
2023
Q3 | $590K | Sell |
|
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $581K | Sell |
|
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|
2022
Q4 | $651K | Sell |
|
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|
2022
Q3 | $1.88M | Buy |
|
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|
2022
Q2 | $1.99M | Sell |
|
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|
2022
Q1 | $2.74M | Sell |
|
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|
2021
Q4 | $4.75M | Buy |
|