Tyler-Stone Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $417K | Buy |
|
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|
2024
Q2 | $173K | Hold |
|
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|
2024
Q1 | $203K | Buy |
|
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|
2023
Q4 | $172K | Hold |
|
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|
2023
Q3 | $133K | Buy |
|
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|
2023
Q2 | $91K | Buy |
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|
2022
Q4 | $52K | Buy |
|
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|
2022
Q3 | $35K | Hold |
|
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|
2022
Q2 | $40K | Hold |
|
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $66K | Buy |
|