Laurel Wealth Advisors (California)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.39M | Sell |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $803K | Sell |
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $531K | Sell |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $818K | Sell |
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|
2019
Q3 | $952K | Buy |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $516K | Buy |
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|
2018
Q4 | $424K | Sell |
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|
2018
Q3 | $582K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $107K | Buy |
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