Journey Advisory 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 | $341K | Hold |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $293K | Hold |
|
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $487K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $715K | Buy |
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|
2022
Q2 | $780K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $204K | Buy |
|