RWA 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
Q2 | $19.3M | Buy |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $2.38M | Sell |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $5.92M | Buy |
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|
2023
Q4 | $4.64M | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $601K | Sell |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $418K | Buy |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $337K | Hold |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $72K | Buy |
|