Seven Springs Wealth Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $238K | Buy |
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|
2025
Q3 | $212K | Hold |
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|
2025
Q2 | $244K | Sell |
|
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|
2025
Q1 | $267K | Sell |
|
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|
2024
Q4 | $1.4M | Buy |
|
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|
2024
Q3 | $1.13M | Sell |
|
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|
2024
Q2 | $1.09M | Sell |
|
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|
2024
Q1 | $1.28M | Sell |
|
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|
2023
Q4 | $1.19M | Sell |
|
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|
2023
Q3 | $956K | Buy |
|
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|
2023
Q2 | $986K | Buy |
|
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|
2023
Q1 | $849K | Buy |
|
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|
2022
Q4 | $547K | Sell |
|
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $840K | Buy |
|