Wayfinding Financial’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 | $477K | Sell |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $439K | Sell |
|
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|
2024
Q1 | $492K | Buy |
|
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $308K | Sell |
|
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $300K | Sell |
|
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|
2022
Q4 | $349K | Sell |
|
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $349K | Buy |
|