White Knight Strategic Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $217K | Sell |
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|
2025
Q3 | $294K | Sell |
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|
2025
Q2 | $347K | Buy |
|
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|
2025
Q1 | $340K | Sell |
|
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|
2024
Q4 | $903K | Buy |
|
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|
2024
Q3 | $378K | Buy |
|
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|
2024
Q2 | $345K | Buy |
|
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $321K | Sell |
|
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|
2023
Q3 | $265K | Sell |
|
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Buy |
|
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $280K | Buy |
|