Atria Wealth Solutions’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 | $5.67M | Sell |
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|
2025
Q1 | $12.3M | Buy |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $12.5M | Sell |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $7.52M | Sell |
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|
2022
Q3 | $8.9M | Buy |
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|
2022
Q2 | $5.84M | Sell |
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|
2022
Q1 | $8.3M | Buy |
|