Atria Wealth Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
20,770
-25,070
| -55% | -$6.84M | 0.13% | 191 |
|
|
2025
Q1 | $12.3M | Buy |
45,840
+104
| +0.2% | +$27.9K | 0.15% | 147 |
|
|
2024
Q4 | $15.3M | Buy |
45,736
+818
| +2% | +$274K | 0.17% | 126 |
|
|
2024
Q3 | $12.3M | Sell |
44,918
-6,776
| -13% | -$1.86M | 0.13% | 166 |
|
|
2024
Q2 | $13.3M | Sell |
51,694
-1,827
| -3% | -$470K | 0.15% | 146 |
|
|
2024
Q1 | $16.1M | Sell |
53,521
-2,153
| -4% | -$649K | 0.18% | 116 |
|
|
2023
Q4 | $14.7M | Sell |
55,674
-6,067
| -10% | -$1.6M | 0.18% | 117 |
|
|
2023
Q3 | $12.5M | Sell |
61,741
-1,987
| -3% | -$403K | 0.18% | 125 |
|
|
2023
Q2 | $13.5M | Buy |
63,728
+7,495
| +13% | +$1.58M | 0.18% | 119 |
|
|
2023
Q1 | $11.2M | Sell |
56,233
-498
| -0.9% | -$99.5K | 0.17% | 133 |
|
|
2022
Q4 | $7.52M | Sell |
56,731
-5,122
| -8% | -$679K | 0.12% | 182 |
|
|
2022
Q3 | $8.9M | Buy |
61,853
+26,451
| +75% | +$3.8M | 0.15% | 145 |
|
|
2022
Q2 | $5.84M | Sell |
35,402
-3,697
| -9% | -$610K | 0.11% | 187 |
|
|
2022
Q1 | $8.3M | Buy |
+39,099
| New | +$8.3M | 0.14% | 157 |
|