GM Advisory Group’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
$1.04M Buy
2025
Q1
$362K Sell
2024
Q4
$466K Buy
2024
Q3
$220K Sell
2024
Q2
$227K Buy
2022
Q4
Sell
2022
Q3
$605K Sell
2022
Q2
$777K Sell
2022
Q1
$1.81M Buy
2021
Q4
$307K Buy
2021
Q3
$289K Buy
2021
Q2
$225K Buy
2021
Q1
Sell
2020
Q4
$232K Buy