Smith Salley 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 | $3.21M | Buy |
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2025
Q2 | $2.61M | Buy |
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2025
Q1 | $2.27M | Buy |
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2024
Q4 | $1.82M | Buy |
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2024
Q3 | $1.38M | Buy |
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2024
Q2 | $1.19M | Sell |
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2024
Q1 | $1.59M | Buy |
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2023
Q4 | $1.31M | Buy |
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2023
Q3 | $975K | Buy |
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2023
Q2 | $970K | Sell |
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2023
Q1 | $933K | Buy |
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2022
Q4 | $428K | Sell |
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2022
Q3 | $480K | Buy |
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2022
Q2 | $530K | Sell |
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2022
Q1 | $885K | Buy |
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2021
Q4 | $1.06M | Sell |
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2021
Q3 | $1.17M | Buy |
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2021
Q2 | $922K | Buy |
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2021
Q1 | $464K | Sell |
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2020
Q4 | $529K | Buy |
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2020
Q3 | $473K | Sell |
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2020
Q2 | $356K | Buy |
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