Revisor 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
Q3
$6.17M Sell
2025
Q2
$6.66M Buy
2025
Q1
$6.68M Buy
2024
Q3
Sell
2024
Q2
$201K Sell
2024
Q1
$238K Buy