Valeo 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
Q2 | $9.35M | Sell |
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|
2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.02M | Buy |
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|
2024
Q2 | $8.04M | Buy |
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|
2024
Q1 | $7.13M | Buy |
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|
2023
Q4 | $6.69M | Buy |
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|
2023
Q3 | $5.12M | Sell |
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|
2023
Q2 | $5.45M | Sell |
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|
2023
Q1 | $5.59M | Sell |
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|
2022
Q4 | $4.38M | Sell |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.81M | Buy |
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|
2022
Q1 | $6.04M | Buy |
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|
2021
Q4 | $6.37M | Sell |
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|
2021
Q3 | $6.86M | Buy |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $4.88M | Sell |
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|
2020
Q4 | $4.42M | Buy |
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|
2020
Q3 | $4.58M | Sell |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $2.84M | Buy |
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|
2019
Q4 | $2.5M | Buy |
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|
2019
Q3 | $1.87M | Sell |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $94K | Buy |
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|
2017
Q3 | $50K | Buy |
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