Spire 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
Q2 | $3.31M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.79M | Sell |
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|
2024
Q3 | $5.09M | Sell |
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|
2024
Q2 | $9.24M | Sell |
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|
2024
Q1 | $25.4M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $7.52M | Sell |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $7.1M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $6.97M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $9.29M | Buy |
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|
2021
Q1 | $7.58M | Buy |
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