Aaron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $993K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $826K | Sell |
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|
2021
Q2 | $915K | Sell |
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|
2021
Q1 | $803K | Sell |
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|
2020
Q4 | $856K | Buy |
|