Summit Wealth 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
Q1 | – | Sell |
|
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|
2024
Q4 | $326K | Hold |
|
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|
2024
Q3 | $267K | Hold |
|
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|
2024
Q2 | $251K | Buy |
|
|||||
|
2024
Q1 | $291K | Hold |
|
|||||
|
2023
Q4 | $254K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $204K | Sell |
|
|||||
|
2023
Q1 | $1K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $78K | Hold |
|
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|
2021
Q1 | $67K | Buy |
|