Transform Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $13.8M | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $6.61M | Buy |
|
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|
2021
Q4 | $7.23M | Buy |
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|
2021
Q3 | $7.71M | Buy |
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|
2021
Q2 | $6.9M | Buy |
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|
2021
Q1 | $4.03M | Sell |
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|
2020
Q4 | $4.26M | Sell |
|
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|
2020
Q3 | $6.84M | Sell |
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|
2020
Q2 | $5.31M | Buy |
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|
2020
Q1 | $3.96M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $763K | Buy |
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|
2016
Q3 | $739K | Buy |
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