Evolution 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 | $3.43M | Buy |
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|
2025
Q1 | $3.33M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $582 | Sell |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $360K | Buy |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $16K | Sell |
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|
2019
Q1 | $124K | Sell |
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|
2018
Q4 | $206K | Buy |
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