Strategic Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.05M | Buy |
|
|||||
|
2025
Q4 | $3.62M | Sell |
|
|||||
|
2025
Q3 | $9.99M | Sell |
|
|||||
|
2025
Q2 | $14.7M | Buy |
|
|||||
|
2024
Q4 | $14.6M | Buy |
|
|||||
|
2024
Q3 | $9.82M | Buy |
|
|||||
|
2024
Q2 | $8.67M | Buy |
|
|||||
|
2024
Q1 | $6.28M | Buy |
|
|||||
|
2023
Q4 | $1.47M | Buy |
|
|||||
|
2023
Q3 | $416K | Buy |
|
|||||
|
2023
Q2 | $422K | Sell |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $396K | Buy |
|
|||||
|
2022
Q3 | $396K | Buy |
|
|||||
|
2022
Q2 | $412K | Sell |
|
|||||
|
2022
Q1 | $588K | Buy |
|
|||||
|
2021
Q4 | $671K | Sell |
|
|||||
|
2021
Q3 | $800K | Buy |
|
|||||
|
2021
Q2 | $390K | Sell |
|
|||||
|
2021
Q1 | $350K | Sell |
|
|||||
|
2020
Q4 | $763K | Buy |
|
|||||
|
2020
Q3 | $570K | Sell |
|
|||||
|
2020
Q2 | $440K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $4.92K | Buy |
|
|||||
|
2019
Q2 | $17K | Buy |
|
|||||
|
2019
Q1 | $15K | Buy |
|
|||||
|
2018
Q4 | $6K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $9K | Hold |
|
|||||
|
2017
Q4 | $9K | Buy |
|