Meadow Creek 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
Q2 | $853K | Sell |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $831K | Sell |
|
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|
2024
Q2 | $796K | Sell |
|
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|
2024
Q1 | $971K | Buy |
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|
2023
Q4 | $810K | Buy |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $996K | Buy |
|