TCI 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 | – | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $292K | Sell |
|
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | $176K | Hold |
|
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|
2019
Q2 | $180K | Sell |
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|
2019
Q1 | $195K | Sell |
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|
2018
Q4 | $171K | Buy |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $151K | Buy |
|
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|
2018
Q1 | $104K | Hold |
|
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|
2017
Q4 | $91K | Hold |
|
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|
2017
Q3 | $84K | Sell |
|
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|
2017
Q2 | $85K | Buy |
|
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|
2017
Q1 | $74K | Sell |
|
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|
2016
Q4 | $65K | Buy |
|
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|
2016
Q3 | $65K | Sell |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $68K | Sell |
|
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|
2015
Q4 | $73K | Buy |
|
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|
2015
Q3 | $11K | Buy |
|
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|
2015
Q2 | $11K | Buy |
|
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|
2015
Q1 | $10K | Buy |
|
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|
2014
Q4 | $8K | Buy |
|
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $7K | Hold |
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|
2013
Q2 | $5K | Buy |
|