Pathway Financial 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 | $435K | Hold |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $447K | Buy |
|
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $468K | Buy |
|
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $356K | Buy |
|
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $284K | Hold |
|
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|
2019
Q3 | $247K | Hold |
|
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $243K | Hold |
|
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|
2018
Q4 | $210K | Hold |
|
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $178K | Hold |
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|
2017
Q4 | $157K | Buy |
|