Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q2 | $487K | Buy |
|
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $589K | Buy |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $157K | Buy |
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|
2019
Q1 | $132K | Buy |
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|
2018
Q4 | $114K | Buy |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | $16K | Buy |
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