Alliance Wealth Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,948
+20
| +1% | +$5.45K | 0.27% | 60 |
|
|
2025
Q1 | $517K | Buy |
1,928
+1
| +0.1% | +$268 | 0.29% | 56 |
|
|
2024
Q4 | $644K | Hold |
1,927
| – | – | 0.36% | 53 |
|
|
2024
Q3 | $527K | Buy |
1,927
+167
| +9% | +$45.7K | 0.3% | 64 |
|
|
2024
Q2 | $452K | Buy |
1,760
+145
| +9% | +$37.3K | 0.28% | 66 |
|
|
2024
Q1 | $486K | Buy |
1,615
+4
| +0.2% | +$1.21K | 0.31% | 64 |
|
|
2023
Q4 | $424K | Sell |
1,611
-7
| -0.4% | -$1.84K | 0.28% | 68 |
|
|
2023
Q3 | $328K | Hold |
1,618
| – | – | 0.24% | 84 |
|
|
2023
Q2 | $342K | Sell |
1,618
-52
| -3% | -$11K | 0.24% | 84 |
|
|
2023
Q1 | $334K | Sell |
1,670
-88
| -5% | -$17.6K | 0.25% | 81 |
|
|
2022
Q4 | $233K | Buy |
1,758
+118
| +7% | +$15.6K | 0.19% | 100 |
|
|
2022
Q3 | $236K | Buy |
+1,640
| New | +$236K | 0.22% | 89 |
|