WBH Advisory’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 | $602K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $592K | Sell |
|
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|
2024
Q2 | $588K | Sell |
|
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|
2024
Q1 | $690K | Buy |
|
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|
2023
Q4 | $569K | Buy |
|
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|
2023
Q3 | $384K | Buy |
|
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $232K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $339K | Buy |
|
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $304K | Buy |
|