WFA Asset 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 | $40.7K | Sell |
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|
2025
Q1 | $120K | Buy |
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|
2024
Q4 | $18.8K | Sell |
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|
2024
Q3 | $43.4K | Hold |
|
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|
2024
Q2 | $40.7K | Sell |
|
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|
2024
Q1 | $120K | Hold |
|
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|
2023
Q4 | $105K | Hold |
|
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|
2023
Q3 | $81.1K | Hold |
|
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|
2023
Q2 | $84.5K | Hold |
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|
2023
Q1 | $79.9K | Hold |
|
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|
2022
Q4 | $53K | Hold |
|
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|
2022
Q3 | $57.5K | Hold |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $84.9K | Hold |
|
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|
2021
Q4 | $102K | Buy |
|