VisionPoint Advisory Group’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 | $333K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $87.3K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $7.75M | Buy |
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|
2021
Q2 | $5.52M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $393K | Buy |
|