New World Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $574K | Sell |
|
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|
2024
Q1 | $675K | Sell |
|
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|
2023
Q4 | $592K | Buy |
|
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|
2023
Q3 | $455K | Sell |
|
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|
2023
Q2 | $476K | Sell |
|
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|
2023
Q1 | $577K | Sell |
|
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|
2022
Q4 | $429K | Buy |
|
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $313K | Buy |
|
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|
2022
Q1 | $315K | Buy |
|
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|
2021
Q4 | $429K | Buy |
|
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|
2021
Q3 | $481K | Buy |
|