Regal 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 | $342K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.3M | Sell |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.27M | Sell |
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|
2019
Q1 | $2.37M | Sell |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $253K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $30K | Buy |
|
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|
2015
Q2 | $10K | Sell |
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|
2015
Q1 | $20K | Sell |
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|
2014
Q4 | $46K | Buy |
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|
2014
Q3 | $3K | Sell |
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|
2014
Q2 | $11K | Buy |
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|
2014
Q1 | $10K | Sell |
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|
2013
Q4 | $11K | Sell |
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|
2013
Q3 | $65K | Buy |
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|
2013
Q2 | $44K | Buy |
|