TRUE Private 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 | $1.64M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $843K | Sell |
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|
2022
Q3 | $942K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $895K | Sell |
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|
2019
Q2 | $918K | Sell |
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|
2019
Q1 | $972K | Sell |
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|
2018
Q4 | $870K | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $882K | Buy |
|
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|
2018
Q1 | $696K | Sell |
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|
2017
Q4 | $622K | Buy |
|
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|
2017
Q3 | $561K | Hold |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $496K | Sell |
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|
2016
Q4 | $475K | Buy |
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|
2016
Q3 | $408K | Buy |
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|
2016
Q2 | $446K | Hold |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $430K | Buy |
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