Teamwork Financial 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
Q3 | $1.75M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $313K | Buy |
|