Werba Rubin Papier Wealth Management’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 | $1.4M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.5M | Buy |
|
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $583K | Buy |
|