Wealth Dimensions Group’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 | $323K | Buy |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $335K | Sell |
|
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|
2024
Q2 | $327K | Buy |
|
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|
2024
Q1 | $378K | Sell |
|
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|
2023
Q4 | $349K | Sell |
|
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|
2023
Q3 | $310K | Sell |
|
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $267K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $287K | Buy |
|