Strait & Sound 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 | $1.13M | Buy |
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|
2025
Q1 | $1M | Buy |
|
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $838K | Sell |
|
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|
2024
Q2 | $925K | Buy |
|
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|
2024
Q1 | $863K | Buy |
|
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|
2023
Q4 | $758K | Sell |
|
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|
2023
Q3 | $568K | Sell |
|
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $794K | Sell |
|
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|
2022
Q4 | $594K | Buy |
|