Alliance Wealth Advisors (Utah)’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
$938K Buy
2025
Q1
$680K Buy
2024
Q4
$603K Buy
2024
Q3
Sell
2024
Q2
$4.3M Buy
2024
Q1
$4.92M Buy
2023
Q4
$4.16M Buy
2023
Q3
$3.2M Buy
2023
Q2
$3.19M Sell
2023
Q1
$3.75M Buy
2022
Q4
$2.36M Buy