SOA 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 | $302K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $713K | Buy |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $796K | Buy |
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