FSC 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 | – | Sell |
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|
2025
Q1 | $48K | Buy |
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|
2024
Q4 | $59.5K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $17.5K | Hold |
|
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|
2024
Q1 | $20.5K | Hold |
|
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|
2023
Q4 | $17.9K | Sell |
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|
2023
Q3 | $64.5K | Hold |
|
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|
2023
Q2 | $67.2K | Buy |
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|
2023
Q1 | $58.5K | Buy |
|
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|
2022
Q4 | $9.02K | Sell |
|
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $3K | Buy |
|