Sage Private Wealth Group’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 | $608K | Buy |
|
|||||
|
2025
Q1 | $532K | Buy |
|
|||||
|
2024
Q4 | $625K | Sell |
|
|||||
|
2024
Q3 | $527K | Buy |
|
|||||
|
2024
Q2 | $458K | Buy |
|
|||||
|
2024
Q1 | $437K | Buy |
|
|||||
|
2023
Q4 | $218K | Sell |
|
|||||
|
2023
Q3 | $206K | Buy |
|
|||||
|
2023
Q2 | $210K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $142K | Hold |
|
|||||
|
2022
Q2 | $163K | Buy |
|
|||||
|
2022
Q1 | $196K | Buy |
|
|||||
|
2021
Q4 | $207K | Buy |
|
|||||
|
2021
Q3 | $218K | Buy |
|
|||||
|
2021
Q2 | $190K | Buy |
|
|||||
|
2021
Q1 | $164K | Buy |
|
|||||
|
2020
Q4 | $155K | Buy |
|