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