Everhart Financial Group’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 | $1.48M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $593K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $620K | Buy |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $340K | Buy |
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