RWP
Ridgecrest Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-647
| Closed | -$216K | – | 113 |
|
|
2024
Q4 | $216K | Buy |
+647
| New | +$216K | 0.12% | 100 |
|
|
2022
Q1 | – | Sell |
-3,549
| Closed | -$902K | – | 111 |
|
|
2021
Q4 | $902K | Buy |
+3,549
| New | +$902K | 0.44% | 49 |
|
|
2021
Q3 | – | Sell |
-3,380
| Closed | -$826K | – | 115 |
|
|
2021
Q2 | $826K | Buy |
+3,380
| New | +$826K | 0.52% | 49 |
|