Barnes Pettey Financial Advisors’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 | $461K | Hold |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $622K | Buy |
|