Goodman 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
$242K Sell
2025
Q1
$886K Buy
2024
Q4
Sell
2024
Q3
$286K Buy
2024
Q2
$263K Hold
2024
Q1
$308K Hold
2023
Q4
$269K Sell
2023
Q3
$889K Sell
2023
Q2
$943K Sell
2023
Q1
$2.86M Buy
2022
Q4
$779K Buy
2022
Q3
$711K Buy
2022
Q2
Sell
2022
Q1
$8M Buy
2021
Q4
$7.98M Buy