Mayflower 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
Q3 | $624K | Sell |
|
|||||
|
2025
Q2 | $923K | Sell |
|
|||||
|
2025
Q1 | $948K | Sell |
|
|||||
|
2024
Q4 | $1.18M | Sell |
|
|||||
|
2024
Q3 | $1.01M | Buy |
|
|||||
|
2024
Q2 | $944K | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $898K | Buy |
|
|||||
|
2023
Q3 | $683K | Sell |
|
|||||
|
2023
Q2 | $720K | Buy |
|
|||||
|
2023
Q1 | $631K | Sell |
|
|||||
|
2022
Q4 | $422K | Sell |
|
|||||
|
2022
Q3 | $526K | Sell |
|
|||||
|
2022
Q2 | $660K | Sell |
|
|||||
|
2022
Q1 | $911K | Buy |
|
|||||
|
2021
Q4 | $964K | Buy |
|
|||||
|
2021
Q3 | $1.1M | Buy |
|
|||||
|
2021
Q2 | $894K | Buy |
|
|||||
|
2021
Q1 | $666K | Sell |
|
|||||
|
2020
Q4 | $933K | Buy |
|