Sculati 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $226K | Buy |
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