Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $469K | Hold |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $699K | Hold |
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|
2021
Q4 | $836K | Buy |
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|
2021
Q3 | $620K | Hold |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $577K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $101 | Buy |
|