Avory & Company’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 | $201K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $608K | Buy |
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