One Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,786
| Closed | -$597K | – | 290 |
|
|
2024
Q4 | $597K | Buy |
1,786
+56
| +3% | +$18.7K | 0.09% | 110 |
|
|
2024
Q3 | $474K | Buy |
1,730
+6
| +0.3% | +$1.65K | 0.07% | 138 |
|
|
2024
Q2 | $435K | Sell |
1,724
-41
| -2% | -$10.4K | 0.09% | 122 |
|
|
2024
Q1 | $532K | Buy |
+1,765
| New | +$532K | 0.09% | 119 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1K | – | 191 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 525 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | -$1K | – | 183 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 540 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 532 |
|