Rise 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 | $202K | Buy |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $94.7K | Hold |
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|
2023
Q3 | $73K | Buy |
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|
2023
Q2 | $33.6K | Sell |
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|
2023
Q1 | $41K | Hold |
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|
2022
Q4 | $27.2K | Sell |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $53.4K | Buy |
|