Foster Victor 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
Q3 | $17.5M | Buy |
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|
2025
Q2 | $16M | Buy |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $12.2M | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $10.6M | Buy |
|
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|
2023
Q1 | $9.57M | Sell |
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|
2022
Q4 | $7.6M | Buy |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $7.37M | Buy |
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|
2022
Q1 | $7.97M | Buy |
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|
2021
Q4 | $8.84M | Buy |
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|
2021
Q3 | $9.38M | Buy |
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|
2021
Q2 | $7.91M | Buy |
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|
2021
Q1 | $6.94M | Buy |
|