TW
Trajan Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
60,423
+2,964
| +5% | +$808K | 0.81% | 38 |
|
|
2025
Q1 | $15.4M | Buy |
57,459
+1,561
| +3% | +$419K | 0.84% | 32 |
|
|
2024
Q4 | $18.7M | Buy |
55,898
+2,634
| +5% | +$881K | 1.03% | 28 |
|
|
2024
Q3 | $14.6M | Buy |
53,264
+4,881
| +10% | +$1.34M | 0.86% | 33 |
|
|
2024
Q2 | $12.4M | Buy |
48,383
+3,882
| +9% | +$998K | 0.8% | 35 |
|
|
2024
Q1 | $13.4M | Buy |
+44,501
| New | +$13.4M | 0.91% | 29 |
|