UW
Unique Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
10,297
+375
| +4% | +$102K | 0.45% | 51 |
|
|
2025
Q1 | $2.66M | Buy |
9,922
+2,083
| +27% | +$559K | 0.5% | 46 |
|
|
2024
Q4 | $2.62M | Buy |
7,839
+867
| +12% | +$290K | 0.55% | 40 |
|
|
2024
Q3 | $1.91M | Buy |
6,972
+798
| +13% | +$218K | 0.44% | 44 |
|
|
2024
Q2 | $1.59M | Buy |
6,174
+2,528
| +69% | +$650K | 0.42% | 38 |
|
|
2024
Q1 | $1.1M | Buy |
3,646
+2,097
| +135% | +$632K | 0.31% | 43 |
|
|
2023
Q4 | $408K | Buy |
+1,549
| New | +$408K | 0.13% | 60 |
|