Foundations Investment 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 | $21.5M | Buy |
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|
2025
Q1 | $19M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $8.68M | Buy |
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|
2024
Q2 | $6.9M | Buy |
|
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|
2024
Q1 | $6.33M | Buy |
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|
2023
Q4 | $4.93M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $1.22M | Buy |
|
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $639K | Buy |
|