SageView Advisory Group’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 | $2.72M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $3.37M | Buy |
|
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|
2024
Q3 | $1.97M | Sell |
|
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|
2024
Q2 | $2.17M | Buy |
|
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $2.74M | Buy |
|
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|
2023
Q3 | $917K | Buy |
|
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $461K | Buy |
|
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|
2022
Q4 | $288K | Buy |
|