U.S. Capital 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
Q3 | $2.65M | Sell |
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|
2025
Q2 | $3.56M | Sell |
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|
2025
Q1 | $4.9M | Buy |
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|
2024
Q4 | $5.73M | Buy |
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|
2024
Q3 | $3.4M | Buy |
|
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $2.12M | Sell |
|
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $960K | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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