SFMG 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
Q2 | $6.32M | Buy |
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|
2025
Q1 | $6.16M | Buy |
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|
2024
Q4 | $7.68M | Sell |
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|
2024
Q3 | $6.39M | Buy |
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|
2024
Q2 | $5.98M | Buy |
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|
2024
Q1 | $5.61M | Sell |
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|
2023
Q4 | $4.9M | Buy |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $3.62M | Buy |
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|
2023
Q1 | $3.3M | Buy |
|
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $798K | Buy |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $376K | Buy |
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