Blodgett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $732K | Hold |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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