Delos 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 | $13.6K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $6.02K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $3.34K | Hold |
|
|||||
|
2024
Q1 | $3.92K | Buy |
|
|||||
|
2023
Q4 | $1.58K | Hold |
|
|||||
|
2023
Q3 | $1.33K | Hold |
|
|||||
|
2023
Q2 | $1.27K | Hold |
|
|||||
|
2023
Q1 | $1.2K | Sell |
|
|||||
|
2022
Q4 | $5.97K | Hold |
|
|||||
|
2022
Q3 | $6K | Buy |
|
|||||
|
2022
Q2 | $6K | Hold |
|
|||||
|
2022
Q1 | $8K | Sell |
|
|||||
|
2021
Q4 | $73K | Buy |
|
|||||
|
2021
Q3 | $12K | Buy |
|
|||||
|
2021
Q2 | $10K | Buy |
|