Guardian Wealth Advisors (North Carolina)’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 | $1.25M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $284K | Buy |
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