IVC 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
Q3 | $510K | Buy |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $477K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $455K | Buy |
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