Opal 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 | $355K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $259K | Buy |
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