MAWA
Moss Adams Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Buy |
3,571
+860
| +32% | +$235K | 0.09% | 81 |
|
|
2025
Q1 | $728K | Buy |
2,711
+80
| +3% | +$21.5K | 0.08% | 83 |
|
|
2024
Q4 | $881K | Buy |
2,631
+234
| +10% | +$78.3K | 0.09% | 67 |
|
|
2024
Q3 | $657K | Buy |
2,397
+683
| +40% | +$187K | 0.07% | 78 |
|
|
2024
Q2 | $441K | Sell |
1,714
-157
| -8% | -$40.4K | 0.06% | 88 |
|
|
2024
Q1 | $564K | Buy |
1,871
+1,042
| +126% | +$314K | 0.09% | 71 |
|
|
2023
Q4 | $218K | Buy |
+829
| New | +$218K | 0.05% | 110 |
|