Sax 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 | $1.21M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $810K | Hold |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $632K | Buy |
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|
2020
Q4 | $496K | Buy |
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