Aveo Capital Partners’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 | – | Sell |
|
|||||
|
2025
Q1 | $254K | Sell |
|
|||||
|
2024
Q4 | $589K | Buy |
|
|||||
|
2024
Q3 | $450K | Buy |
|
|||||
|
2024
Q2 | $380K | Sell |
|
|||||
|
2024
Q1 | $470K | Buy |
|
|||||
|
2023
Q4 | $422K | Buy |
|
|||||
|
2023
Q3 | $225K | Buy |
|
|||||
|
2023
Q2 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $214K | Buy |
|
|||||
|
2022
Q1 | $267K | Sell |
|
|||||
|
2021
Q4 | $323K | Buy |
|
|||||
|
2021
Q3 | $336K | Buy |
|
|||||
|
2021
Q2 | $212K | Buy |
|