Wellspring Financial Advisors’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 | $240K | Buy |
|
|||||
|
2025
Q1 | $201K | Sell |
|
|||||
|
2024
Q4 | $257K | Buy |
|
|||||
|
2024
Q3 | $207K | Sell |
|
|||||
|
2024
Q2 | $218K | Sell |
|
|||||
|
2024
Q1 | $328K | Buy |
|
|||||
|
2023
Q4 | $259K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $206K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $195K | Sell |
|
|||||
|
2021
Q4 | $237K | Buy |
|
|||||
|
2021
Q3 | $248K | Buy |
|
|||||
|
2021
Q2 | $219K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $215K | Buy |
|