My Legacy 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
$844K Buy
2025
Q1
$789K Buy
2024
Q4
$900K Buy
2024
Q3
$751K Sell
2024
Q2
$823K Buy
2024
Q1
$861K Buy
2023
Q4
$625K Buy