Alta Wealth 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 | $1.36M | Sell |
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|
2025
Q1 | $1.36M | Hold |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.14M | Hold |
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|
2022
Q4 | $755K | Hold |
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|
2022
Q3 | $819K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $1M | Buy |
|