Tradition 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 | $357K | Sell |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $382K | Sell |
|
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|
2024
Q2 | $397K | Buy |
|
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|
2024
Q1 | $460K | Buy |
|
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|
2023
Q4 | $384K | Sell |
|
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|
2023
Q3 | $296K | Buy |
|
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $275K | Sell |
|
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|
2022
Q4 | $204K | Sell |
|
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $534K | Buy |
|