SAW
Signal Advisors Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
1,262
+349
| +38% | +$95.2K | 0.03% | 348 |
|
|
2025
Q1 | $245K | Sell |
913
-89
| -9% | -$23.9K | 0.02% | 393 |
|
|
2024
Q4 | $336K | Sell |
1,002
-150
| -13% | -$50.2K | 0.04% | 337 |
|
|
2024
Q3 | $315K | Buy |
+1,152
| New | +$315K | 0.05% | 342 |
|
|
2024
Q2 | – | Sell |
-5,031
| Closed | -$1.52M | – | 108 |
|
|
2024
Q1 | $1.52M | Buy |
5,031
+783
| +18% | +$236K | 0.38% | 69 |
|
|
2023
Q4 | $1.12M | Buy |
+4,248
| New | +$1.12M | 0.39% | 64 |
|