Tower Wealth Partners’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 | – | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $241K | Sell |
|
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|
2024
Q2 | $227K | Buy |
|
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|
2024
Q1 | $262K | Buy |
|
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|
2023
Q4 | $224K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Hold |
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|
2021
Q3 | $224K | Sell |
|
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $316K | Buy |
|