Wolf Group Capital 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
Q1 | $1.87M | Sell |
|
|||||
|
2024
Q4 | $1.59M | Hold |
|
|||||
|
2024
Q3 | $1.59M | Buy |
|
|||||
|
2024
Q2 | $1.85M | Sell |
|
|||||
|
2024
Q1 | $1.59M | Hold |
|
|||||
|
2023
Q4 | $1.59M | Buy |
|
|||||
|
2023
Q3 | $1.48M | Sell |
|
|||||
|
2023
Q2 | $1.6M | Sell |
|
|||||
|
2023
Q1 | $1.68M | Sell |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $1.34M | Sell |
|
|||||
|
2022
Q2 | $1.54M | Sell |
|
|||||
|
2022
Q1 | $2.08M | Sell |
|
|||||
|
2021
Q4 | $7.7M | Buy |
|
|||||
|
2021
Q3 | $2.69M | Sell |
|
|||||
|
2021
Q2 | $2.43M | Buy |
|
|||||
|
2021
Q1 | $2.03M | Buy |
|