Blue Zone 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
Q3
$9.04M Buy
2025
Q2
$7.27M Buy
2025
Q1
$6.64M Buy
2024
Q4
$7.82M Buy
2024
Q3
$6.36M Buy
2024
Q2
$5.8M Sell
2024
Q1
$7.45M Sell
2023
Q4
$7M Buy
2023
Q3
$5.37M Sell
2023
Q2
$5.61M Buy
2023
Q1
$5.28M Sell
2022
Q4
$3.51M Buy
2022
Q3
$3.77M Sell
2022
Q2
$4.48M Buy
2022
Q1
$5.7M Buy
2021
Q4
$6.12M Buy
2021
Q3
$6.48M Buy
2021
Q2
$5.24M Buy
2021
Q1
$4.25M Buy
2020
Q4
$4.07M Buy
2020
Q3
$1.05M Sell
2020
Q2
$973K Buy