Redmont Wealth 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
Q3 | $11.8K | Hold |
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|
2025
Q2 | $13.6K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $13.7K | Hold |
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|
2024
Q2 | $12.9K | Hold |
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|
2024
Q1 | $15.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $875K | Hold |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.35M | Buy |
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