Addison 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
Q2 | $595K | Buy |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $562K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $48.4K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $19K | Buy |
|