Fragasso Financial 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 | $3.69M | Sell |
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|
2025
Q2 | $4.34M | Buy |
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|
2025
Q1 | $3.22M | Sell |
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|
2024
Q4 | $6.97M | Sell |
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|
2024
Q3 | $6.16M | Buy |
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|
2024
Q2 | $5.65M | Sell |
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|
2024
Q1 | $7.24M | Sell |
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|
2023
Q4 | $6.44M | Sell |
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|
2023
Q3 | $5.19M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $8.16M | Buy |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $6.15M | Buy |
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|
2021
Q4 | $6.32M | Buy |
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|
2021
Q3 | $6.53M | Buy |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $3.34M | Buy |
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