LVW 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 | $437K | Sell |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $683K | Buy |
|
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|
2024
Q3 | $505K | Buy |
|
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $362K | Buy |
|