TA
TruWealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+763
| New | +$208K | 0.01% | 172 |
|
|
2025
Q1 | – | Sell |
-736
| Closed | -$246K | – | 161 |
|
|
2024
Q4 | $246K | Buy |
736
+3
| +0.4% | +$1K | 0.01% | 142 |
|
|
2024
Q3 | $201K | Sell |
733
-115
| -14% | -$31.5K | 0.01% | 162 |
|
|
2024
Q2 | $218K | Buy |
848
+56
| +7% | +$14.4K | 0.01% | 156 |
|
|
2024
Q1 | $239K | Hold |
792
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $208K | Buy |
+792
| New | +$208K | 0.02% | 147 |
|