Seed 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
Q3 | $419K | Sell |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $989K | Hold |
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|
2024
Q4 | $1.23M | Hold |
|
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|
2024
Q3 | $1.01M | Buy |
|
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|
2024
Q2 | $938K | Sell |
|
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|
2024
Q1 | $1.12M | Buy |
|
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|
2023
Q4 | $935K | Hold |
|
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $771K | Hold |
|
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|
2023
Q1 | $729K | Hold |
|
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|
2022
Q4 | $484K | Buy |
|