SAG
SageView Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
10,050
+591
| +6% | +$160K | 0.1% | 113 |
|
|
2025
Q1 | $2.54M | Sell |
9,459
-632
| -6% | -$170K | 0.11% | 104 |
|
|
2024
Q4 | $3.37M | Buy |
10,091
+2,905
| +40% | +$971K | 0.15% | 80 |
|
|
2024
Q3 | $1.97M | Sell |
7,186
-1,260
| -15% | -$345K | 0.1% | 113 |
|
|
2024
Q2 | $2.17M | Buy |
8,446
+5,383
| +176% | +$1.38M | 0.1% | 117 |
|
|
2024
Q1 | $1.3M | Sell |
3,063
-6,449
| -68% | -$2.74M | 0.07% | 165 |
|
|
2023
Q4 | $2.74M | Buy |
9,512
+4,990
| +110% | +$1.44M | 0.12% | 109 |
|
|
2023
Q3 | $917K | Buy |
4,522
+2,077
| +85% | +$421K | 0.05% | 223 |
|
|
2023
Q2 | $517K | Buy |
2,445
+137
| +6% | +$28.9K | 0.03% | 345 |
|
|
2023
Q1 | $461K | Buy |
2,308
+136
| +6% | +$27.2K | 0.03% | 325 |
|
|
2022
Q4 | $288K | Buy |
+2,172
| New | +$288K | 0.02% | 329 |
|