Capital Performance 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 | $1.23M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $346K | Buy |
|