Advisory Alpha’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 | $974K | Buy |
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|
2025
Q1 | $732K | Buy |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $617K | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.67K | Sell |
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|
2019
Q4 | $3.86K | Sell |
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|
2019
Q3 | $6.91K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.44K | Buy |
|