Western Pacific 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
Q3 | $648K | Buy |
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|
2025
Q2 | $530K | Sell |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $711K | Buy |
|
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|
2024
Q3 | $579K | Sell |
|
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|
2024
Q2 | $1.21M | Sell |
|
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|
2024
Q1 | $1.44M | Buy |
|
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|
2023
Q4 | $1.21M | Hold |
|
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|
2023
Q3 | $932K | Buy |
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|
2023
Q2 | $957K | Sell |
|
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|
2023
Q1 | $908K | Buy |
|
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $624K | Buy |
|
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|
2022
Q2 | $658K | Sell |
|
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $1.01M | Buy |
|