Transatlantique Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,896
-1,818
| -16% | -$496K | 0.99% | 25 |
|
|
2025
Q1 | $3.14M | Sell |
11,714
-491
| -4% | -$132K | 1.25% | 14 |
|
|
2024
Q4 | $4.08M | Sell |
12,205
-712
| -6% | -$238K | 1.55% | 11 |
|
|
2024
Q3 | $3.54M | Sell |
12,917
-1,428
| -10% | -$391K | 1.35% | 14 |
|
|
2024
Q2 | $3.65M | Buy |
14,345
+313
| +2% | +$79.6K | 1.49% | 14 |
|
|
2024
Q1 | $4.2M | Sell |
14,032
-344
| -2% | -$103K | 1.83% | 6 |
|
|
2023
Q4 | $3.76M | Sell |
14,376
-352
| -2% | -$92K | 1.75% | 6 |
|
|
2023
Q3 | $2.98M | Buy |
14,728
+18
| +0.1% | +$3.64K | 1.59% | 6 |
|
|
2023
Q2 | $3.11M | Sell |
14,710
-55
| -0.4% | -$11.6K | 1.62% | 5 |
|
|
2023
Q1 | $2.93M | Buy |
14,765
+3,817
| +35% | +$758K | 1.62% | 6 |
|
|
2022
Q4 | $1.44M | Sell |
10,948
-1,682
| -13% | -$222K | 0.86% | 26 |
|
|
2022
Q3 | $1.82M | Buy |
12,630
+873
| +7% | +$126K | 1.22% | 14 |
|
|
2022
Q2 | $1.94M | Buy |
+11,757
| New | +$1.94M | 1.35% | 8 |
|