TLWM Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $2.24M | Buy |
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|
2024
Q3 | $1.76M | Buy |
|
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.49M | Sell |
|
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.39M | Buy |
|
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $1.08M | Sell |
|
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $687K | Buy |
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|
2020
Q3 | $713K | Buy |
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