Wealth Architects’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 | $339K | Buy |
|
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|
2025
Q1 | $325K | Buy |
|
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|
2024
Q4 | $292K | Sell |
|
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|
2024
Q3 | $335K | Buy |
|
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|
2024
Q2 | $308K | Sell |
|
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|
2024
Q1 | $369K | Sell |
|
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|
2023
Q4 | $340K | Buy |
|
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|
2023
Q3 | $217K | Buy |
|
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|
2023
Q2 | $212K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $233K | Sell |
|
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|
2022
Q1 | $326K | Buy |
|
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|
2021
Q4 | $374K | Buy |
|
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|
2021
Q3 | $371K | Buy |
|
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|
2021
Q2 | $292K | Buy |
|