United Advisor Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
1,448
+356
| +33% | +$97.1K | 0.07% | 267 |
|
|
2025
Q1 | $293K | Sell |
1,092
-819
| -43% | -$220K | 0.06% | 276 |
|
|
2024
Q4 | $639K | Buy |
1,911
+196
| +11% | +$65.5K | 0.13% | 168 |
|
|
2024
Q3 | $469K | Buy |
1,715
+838
| +96% | +$229K | 0.11% | 200 |
|
|
2024
Q2 | $225K | Buy |
+877
| New | +$225K | 0.07% | 241 |
|