Private 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 | – | Sell |
|
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|
2025
Q1 | $7.25M | Buy |
|
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|
2024
Q4 | $4.75M | Buy |
|
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|
2024
Q3 | $3.69M | Buy |
|
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|
2024
Q2 | $306K | Sell |
|
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|
2024
Q1 | $504K | Buy |
|
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|
2023
Q4 | $251K | Sell |
|
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|
2023
Q3 | $361K | Sell |
|
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $328K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $208K | Buy |
|
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $244K | Buy |
|
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|
2021
Q4 | $218K | Hold |
|
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|
2021
Q3 | $233K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $210K | Buy |
|