Waypoint Wealth Partners’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 | $476K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $512K | Buy |
|
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|
2024
Q2 | $397K | Sell |
|
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|
2024
Q1 | $585K | Buy |
|
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|
2023
Q4 | $492K | Buy |
|
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $309K | Buy |
|
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|
2022
Q4 | $205K | Hold |
|
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $377K | Sell |
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|
2021
Q1 | $646K | Buy |
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|
2020
Q4 | $344K | Buy |
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