Outlook 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 | – | Sell |
|
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|
2025
Q1 | $408K | Sell |
|
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|
2024
Q4 | $516K | Buy |
|
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|
2024
Q3 | $388K | Buy |
|
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|
2024
Q2 | $358K | Sell |
|
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|
2024
Q1 | $444K | Buy |
|
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|
2023
Q4 | $319K | Sell |
|
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|
2023
Q3 | $299K | Buy |
|
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|
2023
Q2 | $241K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $217K | Sell |
|
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|
2021
Q3 | $234K | Sell |
|
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|
2021
Q2 | $236K | Buy |
|