Powers 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
|
|||||
|
2025
Q1 | $339K | Buy |
|
|||||
|
2024
Q4 | $422K | Sell |
|
|||||
|
2024
Q3 | $348K | Buy |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $392K | Sell |
|
|||||
|
2023
Q4 | $349K | Sell |
|
|||||
|
2023
Q3 | $273K | Hold |
|
|||||
|
2023
Q2 | $284K | Hold |
|
|||||
|
2023
Q1 | $269K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $227K | Buy |
|
|||||
|
2022
Q2 | $257K | Sell |
|
|||||
|
2022
Q1 | $334K | Buy |
|
|||||
|
2021
Q4 | $241K | Buy |
|