VA
Valmark Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,804
+44
| +1% | +$12K | 0.01% | 326 |
|
|
2025
Q1 | $1.01M | Sell |
3,760
-176
| -4% | -$47.2K | 0.02% | 309 |
|
|
2024
Q4 | $1.32M | Buy |
3,936
+902
| +30% | +$302K | 0.02% | 269 |
|
|
2024
Q3 | $830K | Buy |
3,034
+377
| +14% | +$103K | 0.01% | 335 |
|
|
2024
Q2 | $683K | Sell |
2,657
-703
| -21% | -$181K | 0.01% | 344 |
|
|
2024
Q1 | $1.01M | Buy |
3,360
+1,170
| +53% | +$352K | 0.02% | 268 |
|
|
2023
Q4 | $576K | Buy |
2,190
+51
| +2% | +$13.4K | 0.01% | 328 |
|
|
2023
Q3 | $434K | Hold |
2,139
| – | – | 0.01% | 344 |
|
|
2023
Q2 | $452K | Sell |
2,139
-214
| -9% | -$45.2K | 0.01% | 346 |
|
|
2023
Q1 | $470K | Buy |
2,353
+5
| +0.2% | +$999 | 0.01% | 330 |
|
|
2022
Q4 | $311K | Sell |
2,348
-164
| -7% | -$21.7K | 0.01% | 361 |
|
|
2022
Q3 | $361K | Sell |
2,512
-30
| -1% | -$4.31K | 0.01% | 324 |
|
|
2022
Q2 | $420K | Buy |
2,542
+15
| +0.6% | +$2.48K | 0.01% | 312 |
|
|
2022
Q1 | $537K | Buy |
2,527
+144
| +6% | +$30.6K | 0.01% | 291 |
|
|
2021
Q4 | $606K | Sell |
2,383
-295
| -11% | -$75K | 0.01% | 261 |
|
|
2021
Q3 | $726K | Buy |
2,678
+193
| +8% | +$52.3K | 0.01% | 232 |
|
|
2021
Q2 | $607K | Buy |
+2,485
| New | +$607K | 0.01% | 264 |
|