United Asset Strategies’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 | $238K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $373K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $257K | Hold |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $214K | Buy |
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