Pacific Edge Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $219K | Buy |
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