Regent Peak 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 | $492K | Buy |
|
|||||
|
2025
Q1 | $641K | Sell |
|
|||||
|
2024
Q4 | $818K | Buy |
|
|||||
|
2024
Q3 | $647K | Buy |
|
|||||
|
2024
Q2 | $583K | Sell |
|
|||||
|
2024
Q1 | $687K | Sell |
|
|||||
|
2023
Q4 | $625K | Sell |
|
|||||
|
2023
Q3 | $483K | Buy |
|
|||||
|
2023
Q2 | $492K | Sell |
|
|||||
|
2023
Q1 | $474K | Buy |
|
|||||
|
2022
Q4 | $259K | Sell |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $380K | Buy |
|
|||||
|
2022
Q1 | $447K | Buy |
|
|||||
|
2021
Q4 | $530K | Buy |
|
|||||
|
2021
Q3 | $506K | Sell |
|
|||||
|
2021
Q2 | $452K | Buy |
|
|||||
|
2021
Q1 | $392K | Sell |
|
|||||
|
2020
Q4 | $445K | Buy |
|
|||||
|
2020
Q3 | $422K | Buy |
|
|||||
|
2020
Q2 | $285K | Sell |
|
|||||
|
2020
Q1 | $229K | Sell |
|
|||||
|
2019
Q4 | $275K | Buy |
|