World Equity Group’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 | $208K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $1.19M | Buy |
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