Wunderlich Capital Managemnt’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.39M | Buy |
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.61M | Hold |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.02M | Buy |
|