HF 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
Q3 | $1.84M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $2.1M | Buy |
|
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|
2024
Q3 | $1.48M | Buy |
|
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|
2024
Q2 | $923K | Sell |
|
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|
2024
Q1 | $1.26M | Buy |
|
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|
2023
Q4 | $963K | Sell |
|
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|
2023
Q3 | $918K | Buy |
|
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|
2023
Q2 | $795K | Sell |
|
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|
2023
Q1 | $768K | Sell |
|
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|
2022
Q4 | $516K | Buy |
|