Alliance Wealth Advisors (Pennsylvania)’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 | $477K | Buy |
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|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $644K | Hold |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $236K | Buy |
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