Mount Yale Investment 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 | $836K | Sell |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $629K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $329K | Buy |
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|
2019
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | $202K | Buy |
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