Avidian Wealth Enterprises’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 | $607K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $603K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $8.56M | Buy |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $206K | Buy |
|