Worth 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
Q1 | – | Sell |
|
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|
2024
Q4 | $2.81M | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.34M | Sell |
|
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|
2023
Q4 | $2.1M | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $149K | Buy |
|
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|
2023
Q1 | $16.8K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $14K | Sell |
|
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|
2022
Q2 | $23K | Hold |
|
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|
2022
Q1 | $22K | Buy |
|