Sendero 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 | $7.34M | Buy |
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|
2025
Q2 | $5.39M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.65M | Sell |
|
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|
2024
Q3 | $6.2M | Buy |
|
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|
2024
Q2 | $4.87M | Buy |
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|
2024
Q1 | $3.51M | Sell |
|
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $3.93M | Buy |
|
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $520K | Buy |
|