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