W
WealthCollab’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
2,377
+31
| +1% | +$8.45K | 0.36% | 39 |
|
|
2025
Q1 | $630K | Sell |
2,346
-522
| -18% | -$140K | 0.39% | 39 |
|
|
2024
Q4 | $959K | Buy |
2,868
+2,237
| +355% | +$748K | 0.61% | 31 |
|
|
2024
Q3 | $173K | Sell |
631
-28
| -4% | -$7.66K | 0.11% | 66 |
|
|
2024
Q2 | $169K | Sell |
659
-26
| -4% | -$6.69K | 0.12% | 64 |
|
|
2024
Q1 | $206K | Sell |
685
-49
| -7% | -$14.8K | 0.15% | 56 |
|
|
2023
Q4 | $193K | Buy |
+734
| New | +$193K | 0.15% | 58 |
|