Wealth Effects’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,110
+55
| +5% | +$15K | 0.11% | 150 |
|
|
2025
Q1 | $283K | Buy |
1,055
+125
| +13% | +$33.5K | 0.12% | 143 |
|
|
2024
Q4 | $311K | Buy |
930
+65
| +8% | +$21.7K | 0.11% | 150 |
|
|
2024
Q3 | $237K | Buy |
865
+30
| +4% | +$8.21K | 0.08% | 181 |
|
|
2024
Q2 | $215K | Sell |
835
-20
| -2% | -$5.14K | 0.08% | 184 |
|
|
2024
Q1 | $258K | Sell |
855
-30
| -3% | -$9.04K | 0.1% | 170 |
|
|
2023
Q4 | $233K | Buy |
+885
| New | +$233K | 0.09% | 189 |
|
|
2022
Q2 | – | Sell |
-1,170
| Closed | -$248K | – | 194 |
|
|
2022
Q1 | $248K | Buy |
1,170
+15
| +1% | +$3.18K | 0.12% | 160 |
|
|
2021
Q4 | $294K | Buy |
+1,155
| New | +$294K | 0.12% | 151 |
|