SeaCrest 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 | $2.84M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $4.06M | Buy |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $3.05M | Buy |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $3.04M | Sell |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $1.94M | Buy |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $787K | Sell |
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|
2019
Q1 | $882K | Sell |
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|
2018
Q4 | $770K | Buy |
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|
2018
Q3 | $849K | Buy |
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|
2018
Q2 | $700K | Buy |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $514K | Buy |
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