Modera Wealth Management’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 | $6.57M | Buy |
|
|||||
|
2025
Q2 | $7.53M | Buy |
|
|||||
|
2025
Q1 | $7.23M | Buy |
|
|||||
|
2024
Q4 | $8.66M | Buy |
|
|||||
|
2024
Q3 | $6.66M | Buy |
|
|||||
|
2024
Q2 | $5.41M | Buy |
|
|||||
|
2024
Q1 | $3.91M | Buy |
|
|||||
|
2023
Q4 | $2.96M | Buy |
|
|||||
|
2023
Q3 | $1.81M | Buy |
|
|||||
|
2023
Q2 | $1.4M | Buy |
|
|||||
|
2023
Q1 | $330K | Sell |
|
|||||
|
2022
Q4 | $233K | Buy |
|
|||||
|
2022
Q3 | $249K | Buy |
|
|||||
|
2022
Q2 | $283K | Sell |
|
|||||
|
2022
Q1 | $381K | Sell |
|
|||||
|
2021
Q4 | $1.23M | Buy |
|
|||||
|
2021
Q3 | $570K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $218K | Buy |
|