J.W. Cole 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 | $5.34M | Sell |
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|
2025
Q2 | $6.69M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $3.1M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.52M | Sell |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.83M | Sell |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $3.3M | Buy |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q3 | $2.32M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $734K | Buy |
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