Polaris Wealth Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $9.43M | Sell |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $1.15M | Sell |
|
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $307K | Hold |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $155K | Buy |
|