Sheets Smith 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 | $333K | Sell |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $909K | Buy |
|
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $2.16M | Buy |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $371K | Sell |
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|
2018
Q3 | $990K | Buy |
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|
2018
Q2 | $831K | Buy |
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|
2018
Q1 | $694K | Sell |
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|
2017
Q4 | $627K | Buy |
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|
2017
Q3 | $563K | Sell |
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|
2017
Q2 | $526K | Buy |
|