Tower View 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
Q3 | $14.3K | Buy |
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|
2025
Q2 | $16.5K | Hold |
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|
2025
Q1 | $16.2K | Sell |
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|
2024
Q4 | $87.3K | Hold |
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|
2024
Q3 | $71.4K | Buy |
|
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|
2024
Q2 | $66.9K | Hold |
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|
2024
Q1 | $78.3K | Hold |
|
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|
2023
Q4 | $68K | Hold |
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|
2023
Q3 | $53K | Hold |
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|
2023
Q2 | $55K | Hold |
|
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|
2023
Q1 | $52K | Hold |
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|
2022
Q4 | $14K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $52K | Sell |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $65K | Sell |
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|
2020
Q2 | $51K | Buy |
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|
2020
Q1 | $37K | Hold |
|
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|
2019
Q4 | $42K | Hold |
|
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $32K | Buy |
|