Total Clarity Wealth Management’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 | $253K | Buy |
|
|||||
|
2025
Q1 | $229K | Hold |
|
|||||
|
2024
Q4 | $229K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $245K | Buy |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $198K | Sell |
|
|||||
|
2022
Q1 | $281K | Buy |
|
|||||
|
2021
Q4 | $328K | Buy |
|
|||||
|
2021
Q3 | $334K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $168K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $103K | Buy |
|