Good Life 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 | $2.33M | Sell |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $220K | Buy |
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