HHM 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 | $9.54K | Sell |
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|
2025
Q1 | $54.2K | Buy |
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|
2024
Q4 | $11.7K | Buy |
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|
2024
Q3 | $4.65K | Sell |
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|
2024
Q2 | $8.48K | Sell |
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|
2024
Q1 | $23.2K | Buy |
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|
2023
Q4 | $11.6K | Sell |
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|
2023
Q3 | $13K | Hold |
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|
2023
Q2 | $13.5K | Sell |
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|
2023
Q1 | $17.4K | Sell |
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|
2022
Q4 | $16.7K | Sell |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $159K | Sell |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $131K | Buy |
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