Northstar 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 | $976K | Sell |
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|
2025
Q1 | $2.69M | Buy |
|
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|
2024
Q4 | $3.34M | Buy |
|
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|
2024
Q3 | $2.55M | Sell |
|
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|
2024
Q2 | $2.7M | Buy |
|
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|
2024
Q1 | $2.87M | Buy |
|
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|
2023
Q4 | $1.13M | Sell |
|
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|
2023
Q3 | $2.03M | Sell |
|
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|
2023
Q2 | $2.35M | Buy |
|
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|
2023
Q1 | $703K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $681K | Sell |
|
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|
2022
Q2 | $1.24M | Buy |
|