Realta Investment 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 | $226K | Sell |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $991K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $738K | Sell |
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|
2021
Q3 | $952K | Sell |
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|
2021
Q2 | $913K | Buy |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $887K | Buy |
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|
2020
Q3 | $879K | Buy |
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|
2020
Q2 | $613K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $178K | Sell |
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|
2019
Q3 | $184K | Sell |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | $56K | Buy |
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