Quantum Private Wealth’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 | $1.19M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.45M | Sell |
|
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $1.93M | Sell |
|
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $2.33M | Buy |
|