Laurel Wealth Advisors (North Carolina)’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 | $12.6M | Buy |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $3.46M | Sell |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.96M | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.14M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $3.47M | Buy |
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|
2020
Q2 | $2.5M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.14M | Buy |
|