Wealth Advisors of Tampa Bay’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 | $4.27M | Buy |
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|
2025
Q1 | $4.15M | Buy |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $4.94M | Sell |
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|
2024
Q2 | $4.72M | Buy |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $5.03M | Sell |
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|
2023
Q3 | $7.49M | Buy |
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|
2023
Q2 | $3.92M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $5.88M | Buy |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $6.76M | Buy |
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|
2021
Q3 | $3.57M | Sell |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.8M | Sell |
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|
2020
Q3 | $3.53M | Sell |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.71M | Sell |
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|
2019
Q1 | $2.08M | Buy |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $2.1M | Sell |
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|
2018
Q2 | $2.13M | Buy |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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