TA
TrueWealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,710
| Closed | -$459K | – | 222 |
|
|
2025
Q1 | $459K | Buy |
+1,710
| New | +$459K | 0.15% | 118 |
|
|
2024
Q3 | – | Sell |
-1,599
| Closed | -$411K | – | 226 |
|
|
2024
Q2 | $411K | Buy |
1,599
+419
| +36% | +$108K | 0.15% | 110 |
|
|
2024
Q1 | $355K | Buy |
+1,180
| New | +$355K | 0.14% | 123 |
|