SW
Simplicity Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
6,123
+560
| +10% | +$153K | 0.07% | 237 |
|
|
2025
Q1 | $1.49M | Buy |
5,563
+4,021
| +261% | +$1.08M | 0.12% | 193 |
|
|
2024
Q4 | $515K | Sell |
1,542
-1,527
| -50% | -$510K | 0.11% | 162 |
|
|
2024
Q3 | $840K | Sell |
3,069
-25,519
| -89% | -$6.99M | 0.08% | 223 |
|
|
2024
Q2 | $7.35M | Buy |
28,588
+1,141
| +4% | +$293K | 0.17% | 127 |
|
|
2024
Q1 | $8.27M | Buy |
27,447
+25,966
| +1,753% | +$7.82M | 0.2% | 102 |
|
|
2023
Q4 | $390K | Buy |
+1,481
| New | +$390K | 0.15% | 118 |
|