Bordeaux 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 | $984K | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $733K | Buy |
|
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $853K | Buy |
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|
2021
Q4 | $948K | Buy |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $881K | Hold |
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|
2021
Q1 | $764K | Hold |
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|
2020
Q4 | $802K | Buy |
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