Capital Advisors Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $245K | Buy |
|
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|
2025
Q3 | $207K | Sell |
|
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|
2025
Q2 | $736K | Sell |
|
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|
2025
Q1 | $1.2M | Sell |
|
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|
2024
Q4 | $1.82M | Buy |
|
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|
2024
Q3 | $1.48M | Sell |
|
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|
2024
Q2 | $1.49M | Buy |
|
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|
2024
Q1 | $1.1M | Buy |
|
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|
2023
Q4 | $838K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $314K | Buy |
|