Sound View Wealth Advisors 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 | $1.6M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.62M | Buy |
|
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $786K | Buy |
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|
2020
Q4 | $709K | Sell |
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|
2020
Q3 | $810K | Sell |
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|
2020
Q2 | $642K | Buy |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $264K | Buy |
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