GoalVest Advisory’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 | $204K | Buy |
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|
2025
Q1 | $179K | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $260K | Buy |
|
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|
2024
Q2 | $228K | Sell |
|
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|
2024
Q1 | $281K | Buy |
|
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|
2023
Q4 | $81.6K | Buy |
|
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|
2023
Q3 | $49.9K | Buy |
|
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|
2023
Q2 | $46.3K | Hold |
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|
2023
Q1 | $43.8K | Sell |
|
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|
2022
Q4 | $38.6K | Hold |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $918K | Buy |
|
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|
2021
Q2 | $980K | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $1.53M | Buy |
|