Avantax Advisory Services’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 | $23.8M | Buy |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $27.3M | Buy |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $18.2M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $8.69M | Buy |
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|
2023
Q3 | $6.68M | Buy |
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|
2023
Q2 | $6.75M | Sell |
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|
2023
Q1 | $6.46M | Sell |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $5.04M | Buy |
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|
2022
Q2 | $5.66M | Buy |
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|
2022
Q1 | $7.04M | Buy |
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|
2021
Q4 | $8.37M | Buy |
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|
2021
Q3 | $8.5M | Buy |
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|
2021
Q2 | $6.32M | Buy |
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|
2021
Q1 | $4.5M | Sell |
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|
2020
Q4 | $4.88M | Sell |
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|
2020
Q3 | $7.37M | Buy |
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|
2020
Q2 | $3.05M | Buy |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.71M | Buy |
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|
2018
Q4 | $910K | Buy |
|