Tyler-Stone Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
1,935
| – | – | 0.09% | 193 |
|
|
2025
Q1 | $519K | Buy |
1,935
+468
| +32% | +$126K | 0.09% | 183 |
|
|
2024
Q4 | $490K | Sell |
1,467
-55
| -4% | -$18.4K | 0.09% | 196 |
|
|
2024
Q3 | $417K | Buy |
1,522
+849
| +126% | +$232K | 0.08% | 209 |
|
|
2024
Q2 | $173K | Hold |
673
| – | – | 0.07% | 209 |
|
|
2024
Q1 | $203K | Buy |
673
+18
| +3% | +$5.42K | 0.09% | 193 |
|
|
2023
Q4 | $172K | Hold |
655
| – | – | 0.09% | 192 |
|
|
2023
Q3 | $133K | Buy |
655
+225
| +52% | +$45.7K | 0.08% | 209 |
|
|
2023
Q2 | $91K | Buy |
+430
| New | +$91K | 0.05% | 259 |
|
|
2022
Q4 | $52K | Buy |
395
+150
| +61% | +$19.7K | 0.04% | 312 |
|
|
2022
Q3 | $35K | Hold |
245
| – | – | 0.03% | 343 |
|
|
2022
Q2 | $40K | Hold |
245
| – | – | 0.03% | 347 |
|
|
2022
Q1 | $52K | Sell |
245
-15
| -6% | -$3.18K | 0.03% | 334 |
|
|
2021
Q4 | $66K | Buy |
+260
| New | +$66K | 0.03% | 321 |
|