Revolve 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
Q3 | $455K | Sell |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $611K | Buy |
|
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|
2024
Q3 | $444K | Sell |
|
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|
2024
Q2 | $465K | Sell |
|
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|
2024
Q1 | $572K | Buy |
|
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|
2023
Q4 | $475K | Sell |
|
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $378K | Buy |
|
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|
2023
Q1 | $342K | Sell |
|
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|
2022
Q4 | $245K | Sell |
|
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $597K | Buy |
|