Stratos 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 | $9.36M | Sell |
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|
2025
Q1 | $9.27M | Sell |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $9.63M | Buy |
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|
2024
Q2 | $8.97M | Buy |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $8.5M | Sell |
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|
2023
Q3 | $6.69M | Buy |
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|
2023
Q2 | $5.9M | Buy |
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|
2023
Q1 | $5.38M | Sell |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $921K | Buy |
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|
2021
Q3 | $974K | Sell |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $485K | Buy |
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|
2018
Q4 | $406K | Buy |
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