Wealth Management Partners’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 | $2.07M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.07M | Buy |
|
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.12M | Buy |
|
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.56M | Buy |
|
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|
2023
Q1 | $1.35M | Sell |
|
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|
2022
Q4 | $883K | Hold |
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|
2022
Q3 | $999K | Hold |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.43M | Buy |
|
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.14M | Buy |
|