Valmark 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
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $683K | Sell |
|
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $470K | Buy |
|
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $607K | Buy |
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