Quadrant Private 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
Q2 | $5.13M | Buy |
|
|||||
|
2025
Q1 | $4.99M | Buy |
|
|||||
|
2024
Q4 | $5.93M | Buy |
|
|||||
|
2024
Q3 | $4.8M | Buy |
|
|||||
|
2024
Q2 | $4.5M | Buy |
|
|||||
|
2024
Q1 | $4.39M | Buy |
|
|||||
|
2023
Q4 | $3.81M | Sell |
|
|||||
|
2023
Q3 | $2.95M | Sell |
|
|||||
|
2023
Q2 | $3.08M | Buy |
|
|||||
|
2023
Q1 | $2.91M | Sell |
|
|||||
|
2022
Q4 | $1.95M | Buy |
|
|||||
|
2022
Q2 | $2.53M | Buy |
|
|||||
|
2022
Q1 | $2.41M | Buy |
|
|||||
|
2021
Q4 | $2.39M | Buy |
|
|||||
|
2021
Q3 | $1.73M | Sell |
|
|||||
|
2021
Q2 | $2.73M | Buy |
|
|||||
|
2021
Q1 | $2.24M | Buy |
|
|||||
|
2020
Q4 | $1.32M | Sell |
|
|||||
|
2020
Q3 | $1.56M | Sell |
|
|||||
|
2020
Q2 | $1.17M | Buy |
|
|||||
|
2020
Q1 | $654K | Buy |
|