TW
Transform Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.9M | Buy |
55,565
+1,617
| +3% | +$434K | 0.9% | 33 |
|
|
2024
Q4 | $18.1M | Buy |
53,948
+3,783
| +8% | +$1.27M | 1% | 21 |
|
|
2024
Q3 | $13.8M | Buy |
+50,165
| New | +$13.8M | 0.91% | 22 |
|
|
2022
Q2 | – | Sell |
-31,145
| Closed | -$6.61M | – | 205 |
|
|
2022
Q1 | $6.61M | Buy |
31,145
+2,711
| +10% | +$576K | 0.74% | 48 |
|
|
2021
Q4 | $7.23M | Buy |
28,434
+14
| +0% | +$3.56K | 0.75% | 48 |
|
|
2021
Q3 | $7.71M | Buy |
28,420
+188
| +0.7% | +$51K | 0.88% | 42 |
|
|
2021
Q2 | $6.9M | Buy |
28,232
+9,213
| +48% | +$2.25M | 0.84% | 46 |
|
|
2021
Q1 | $4.03M | Sell |
19,019
-126
| -0.7% | -$26.7K | 0.81% | 44 |
|
|
2020
Q4 | $4.26M | Sell |
19,145
-8,069
| -30% | -$1.8M | 0.89% | 38 |
|
|
2020
Q3 | $6.84M | Sell |
27,214
-1,118
| -4% | -$281K | 1.1% | 28 |
|
|
2020
Q2 | $5.31M | Buy |
28,332
+822
| +3% | +$154K | 0.91% | 41 |
|
|
2020
Q1 | $3.96M | Buy |
+27,510
| New | +$3.96M | 0.84% | 45 |
|
|
2017
Q1 | – | Sell |
-11,139
| Closed | -$763K | – | 217 |
|
|
2016
Q4 | $763K | Buy |
11,139
+785
| +8% | +$53.8K | 0.3% | 112 |
|
|
2016
Q3 | $739K | Buy |
+10,354
| New | +$739K | 0.32% | 101 |
|