WealthShield 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 | $2.96M | Buy |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.41M | Sell |
|
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $971K | Buy |
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|
2020
Q4 | $877K | Buy |
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|
2020
Q3 | $883K | Sell |
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|
2020
Q2 | $662K | Buy |
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|
2020
Q1 | $228K | Buy |
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