Valley National Advisers’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 | $2.55M | Buy |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $3.12M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $842K | Buy |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $191K | Sell |
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|
2019
Q4 | $506K | Buy |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $396K | Sell |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $484K | Hold |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $97K | Buy |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $13K | Buy |
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