True Wealth Design’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.9K | Buy |
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|
2025
Q2 | $23.6K | Buy |
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|
2025
Q1 | $14.9K | Buy |
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|
2024
Q4 | $8.89K | Buy |
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|
2024
Q3 | $4.65K | Hold |
|
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|
2024
Q2 | $4.37K | Buy |
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|
2024
Q1 | $3.92K | Buy |
|
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|
2023
Q4 | $1.84K | Hold |
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|
2023
Q3 | $1.42K | Hold |
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|
2023
Q2 | $1.48K | Sell |
|
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|
2023
Q1 | $6.39K | Hold |
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|
2022
Q4 | $4.24K | Buy |
|