Visionary Wealth 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 | $1.46M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $887K | Buy |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $964K | Sell |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $671K | Buy |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $269K | Buy |
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