Wambolt & Associates’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 | $268K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $278K | Sell |
|
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|
2024
Q2 | $264K | Sell |
|
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|
2024
Q1 | $377K | Sell |
|
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|
2023
Q4 | $1.23M | Buy |
|
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|
2023
Q3 | $1.15M | Buy |
|
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.11M | Sell |
|
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|
2022
Q4 | $1.05M | Sell |
|
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|
2022
Q3 | $1.13M | Sell |
|
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|
2022
Q2 | $1.17M | Sell |
|
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|
2022
Q1 | $1.25M | Buy |
|
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.06M | Buy |
|