Legacy Financial 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
Q2 | $2.25M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $959K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $25K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $4K | Buy |
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