Paces Ferry 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 | $961K | Sell |
|
|||||
|
2025
Q1 | $1.15M | Buy |
|
|||||
|
2024
Q4 | $1.4M | Sell |
|
|||||
|
2024
Q3 | $1.19M | Sell |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.37M | Sell |
|
|||||
|
2023
Q4 | $1.22M | Sell |
|
|||||
|
2023
Q3 | $952K | Sell |
|
|||||
|
2023
Q2 | $1.01M | Sell |
|
|||||
|
2023
Q1 | $984K | Buy |
|
|||||
|
2022
Q4 | $525K | Sell |
|
|||||
|
2022
Q3 | $782K | Sell |
|
|||||
|
2022
Q2 | $903K | Buy |
|
|||||
|
2022
Q1 | $1.16M | Sell |
|
|||||
|
2021
Q4 | $1.39M | Sell |
|
|||||
|
2021
Q3 | $1.51M | Sell |
|
|||||
|
2021
Q2 | $1.37M | Sell |
|
|||||
|
2021
Q1 | $1.19M | Sell |
|
|||||
|
2020
Q4 | $1.26M | Sell |
|
|||||
|
2020
Q3 | $1.46M | Buy |
|