Encompass 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 | $468K | Buy |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $498K | Hold |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $809K | Buy |
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|
2020
Q4 | $436K | Buy |
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