MONECO 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 | $1.23M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $275K | Buy |
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