Walkner Condon Financial 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
$618K Buy
2025
Q1
$590K Buy
2024
Q4
$713K Buy
2024
Q3
$573K Sell
2024
Q2
$538K Sell
2024
Q1
$768K Buy
2023
Q4
$658K Sell
2023
Q3
$534K Buy
2023
Q2
$541K Sell
2023
Q1
$519K Buy
2022
Q4
$338K Sell
2022
Q3
$368K Buy
2022
Q2
$418K Buy
2022
Q1
$478K Buy
2021
Q4
$552K Sell
2021
Q3
$612K Buy