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