Heritage Wealth 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 | $229K | Buy |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Buy |
|