Lineweaver Wealth 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
Q3 | $1.5M | Sell |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $814K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $965K | Buy |
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|
2021
Q1 | $799K | Buy |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $262K | Buy |
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