Benchmark Financial Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $259K | Sell |
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|
2025
Q3 | $239K | Buy |
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|
2025
Q2 | $270K | Buy |
|
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|
2025
Q1 | $254K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $214K | Buy |
|