Cerro Pacific 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 | $437K | Buy |
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|
2025
Q1 | $535K | Buy |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $404K | Buy |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $354K | Buy |
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|
2020
Q4 | $377K | Buy |
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