Invera 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
Q1
$1.32M Sell
2024
Q4
$1.89M Sell
2024
Q3
$1.92M Sell
2024
Q2
$1.64M Sell
2024
Q1
$1.83M Buy
2023
Q4
$1.75M Buy