Great Valley Advisor 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 | $12.9M | Sell |
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|
2025
Q1 | $16.2M | Sell |
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|
2024
Q4 | $21.9M | Sell |
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|
2024
Q3 | $18.6M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $8.56M | Buy |
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|
2023
Q3 | $4.88M | Sell |
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|
2023
Q2 | $5.86M | Buy |
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|
2023
Q1 | $5.38M | Sell |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $4.7M | Buy |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $4.3M | Buy |
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|
2021
Q3 | $4.48M | Buy |
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|
2021
Q2 | $3.8M | Sell |
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|
2021
Q1 | $3.38M | Buy |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $3.82M | Buy |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $948K | Buy |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $990K | Buy |
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|
2019
Q1 | $921K | Buy |
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|
2018
Q4 | $756K | Buy |
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