Octavia Wealth 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 | $1.13M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $838K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $812K | Sell |
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|
2021
Q2 | $780K | Buy |
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|
2021
Q1 | $594K | Buy |
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