HighPoint 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 | $7.48M | Sell |
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|
2025
Q1 | $7.48M | Buy |
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|
2024
Q4 | $8.44M | Buy |
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|
2024
Q3 | $6.31M | Sell |
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|
2024
Q2 | $7.31M | Buy |
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|
2024
Q1 | $5.15M | Buy |
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|
2023
Q4 | $5.65M | Buy |
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|
2022
Q2 | $3.67M | Buy |
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|
2021
Q3 | $5.76M | Sell |
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|
2021
Q2 | $5.3M | Buy |
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|
2021
Q1 | $4.49M | Sell |
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|
2020
Q4 | $4.77M | Buy |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $2.35M | Sell |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $756K | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $605K | Buy |
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|
2018
Q3 | $467K | Buy |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $378K | Buy |
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|
2017
Q4 | $294K | Buy |
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