NewEdge Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.5M | Buy |
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|
2025
Q2 | $49.6M | Sell |
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|
2025
Q1 | $56.3M | Sell |
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|
2024
Q4 | $71.7M | Buy |
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|
2024
Q3 | $57.7M | Buy |
|
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|
2024
Q2 | $23.3M | Buy |
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|
2024
Q1 | $20.5M | Sell |
|
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|
2023
Q4 | $20.5M | Sell |
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|
2023
Q3 | $16.3M | Sell |
|
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|
2023
Q2 | $18.7M | Sell |
|
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|
2023
Q1 | $25.1M | Sell |
|
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $16.9M | Sell |
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|
2022
Q2 | $19.7M | Buy |
|
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $6.01M | Buy |
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|
2020
Q4 | $1.96M | Buy |
|