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