Wealth Architects’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,242
+30
| +2% | +$8.18K | 0.03% | 161 |
|
|
2025
Q1 | $325K | Buy |
1,212
+339
| +39% | +$91K | 0.04% | 177 |
|
|
2024
Q4 | $292K | Sell |
873
-351
| -29% | -$117K | 0.03% | 169 |
|
|
2024
Q3 | $335K | Buy |
1,224
+25
| +2% | +$6.84K | 0.04% | 157 |
|
|
2024
Q2 | $308K | Sell |
1,199
-26
| -2% | -$6.68K | 0.04% | 161 |
|
|
2024
Q1 | $369K | Sell |
1,225
-67
| -5% | -$20.2K | 0.05% | 143 |
|
|
2023
Q4 | $340K | Buy |
1,292
+222
| +21% | +$58.4K | 0.05% | 139 |
|
|
2023
Q3 | $217K | Buy |
1,070
+68
| +7% | +$13.8K | 0.04% | 169 |
|
|
2023
Q2 | $212K | Buy |
+1,002
| New | +$212K | 0.03% | 176 |
|
|
2022
Q3 | – | Sell |
-1,410
| Closed | -$233K | – | 179 |
|
|
2022
Q2 | $233K | Sell |
1,410
-127
| -8% | -$21K | 0.05% | 157 |
|
|
2022
Q1 | $326K | Buy |
1,537
+65
| +4% | +$13.8K | 0.06% | 147 |
|
|
2021
Q4 | $374K | Buy |
1,472
+104
| +8% | +$26.4K | 0.07% | 136 |
|
|
2021
Q3 | $371K | Buy |
1,368
+173
| +14% | +$46.9K | 0.07% | 126 |
|
|
2021
Q2 | $292K | Buy |
+1,195
| New | +$292K | 0.06% | 134 |
|