LexAurum 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 | – | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $218K | Sell |
|
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|
2024
Q2 | $260K | Sell |
|
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|
2024
Q1 | $320K | Hold |
|
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|
2023
Q4 | $279K | Sell |
|
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|
2023
Q3 | $232K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $234K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $220K | Buy |
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