Strategic Wealth Investment Group’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 | $914K | Buy |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $14.3M | Buy |
|
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|
2023
Q4 | $15.2M | Buy |
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|
2023
Q3 | $10.6M | Buy |
|
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|
2023
Q2 | $9.97M | Buy |
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|
2023
Q1 | $8.78M | Buy |
|
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|
2022
Q4 | $5.43M | Buy |
|
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|
2022
Q3 | $4.41M | Buy |
|
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|
2022
Q2 | $4.63M | Buy |
|
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $5.4M | Buy |
|
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|
2021
Q3 | $5.25M | Buy |
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|
2021
Q2 | $3.7M | Buy |
|
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|
2021
Q1 | $2.24M | Buy |
|
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $2M | Buy |
|
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|
2020
Q2 | $1.36M | Buy |
|
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|
2020
Q1 | $955K | Buy |
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|
2019
Q4 | $1.04M | Buy |
|