MRA Advisory Group’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 | – | Sell |
|
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|
2025
Q1 | $200K | Sell |
|
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|
2024
Q4 | $255K | Sell |
|
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|
2024
Q3 | $275K | Buy |
|
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|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $272K | Sell |
|
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|
2023
Q4 | $244K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $220K | Sell |
|
|||||
|
2023
Q1 | $245K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $248K | Buy |
|
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|
2021
Q4 | $290K | Sell |
|
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|
2021
Q3 | $327K | Hold |
|
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|
2021
Q2 | $295K | Buy |
|
|||||
|
2021
Q1 | $238K | Sell |
|
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|
2020
Q4 | $251K | Buy |
|