Canvas 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 | $286K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $229K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $246K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $962K | Sell |
|
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|
2021
Q4 | $1.72M | Buy |
|
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $779K | Buy |
|