Salvus 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
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2024
Q2 | $624K | Buy |
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2024
Q1 | $715K | Sell |
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2023
Q4 | $629K | Buy |
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2023
Q3 | $483K | Buy |
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2023
Q2 | $456K | Buy |
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2023
Q1 | $423K | Buy |
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2022
Q4 | $241K | Sell |
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2022
Q3 | $295K | Buy |
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2022
Q2 | $330K | Buy |
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2022
Q1 | $410K | Buy |
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2021
Q4 | $427K | Buy |
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2021
Q3 | $376K | Buy |
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2021
Q2 | $258K | Buy |
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