Sterling Investment Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $300K | Buy |
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|
2025
Q3 | $209K | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $171K | Sell |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $54K | Buy |
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