Sage Mountain 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 | $1.31M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $507K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $246K | Buy |
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