Watershed Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Sell |
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|
2025
Q2 | $832K | Sell |
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|
2025
Q1 | $822K | Hold |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $947K | Hold |
|
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $911K | Buy |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $439K | Buy |
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