TWA
Talisman Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
832
-20
| -2% | -$5.45K | 0.21% | 101 |
|
|
2025
Q1 | $229K | Buy |
852
+67
| +9% | +$18K | 0.23% | 94 |
|
|
2024
Q4 | $263K | Buy |
785
+26
| +3% | +$8.7K | 0.28% | 82 |
|
|
2024
Q3 | $210K | Buy |
+759
| New | +$210K | 0.22% | 105 |
|
|
2024
Q2 | – | Sell |
-702
| Closed | -$211K | – | 97 |
|
|
2024
Q1 | $211K | Buy |
+702
| New | +$211K | 0.27% | 87 |
|
|
2023
Q4 | – | Sell |
-1,182
| Closed | -$240K | – | 85 |
|
|
2023
Q3 | $240K | Hold |
1,182
| – | – | 0.41% | 73 |
|
|
2023
Q2 | $250K | Buy |
1,182
+5
| +0.4% | +$1.06K | 0.43% | 72 |
|
|
2023
Q1 | $235K | Buy |
+1,177
| New | +$235K | 0.42% | 76 |
|