Wealth Enhancement Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Sell |
177,618
-1,808
| -1% | -$492K | 0.08% | 230 |
|
|
2025
Q1 | $48.2M | Buy |
179,426
+17,069
| +11% | +$4.58M | 0.09% | 212 |
|
|
2024
Q4 | $54.3M | Buy |
162,357
+28,729
| +21% | +$9.61M | 0.1% | 190 |
|
|
2024
Q3 | $36.6M | Buy |
133,628
+2,616
| +2% | +$716K | 0.08% | 239 |
|
|
2024
Q2 | $33.7M | Sell |
131,012
-13,167
| -9% | -$3.39M | 0.08% | 236 |
|
|
2024
Q1 | $43.4M | Buy |
144,179
+70,253
| +95% | +$21.2M | 0.11% | 184 |
|
|
2023
Q4 | $19.5M | Buy |
73,926
+3,201
| +5% | +$842K | 0.06% | 305 |
|
|
2023
Q3 | $14.3M | Buy |
70,725
+68,283
| +2,796% | +$13.8M | 0.05% | 332 |
|
|
2023
Q2 | $516K | Sell |
2,442
-847
| -26% | -$179K | 0.01% | 349 |
|
|
2023
Q1 | $657K | Buy |
+3,289
| New | +$657K | 0.01% | 361 |
|
|
2022
Q2 | – | Sell |
-987
| Closed | -$216K | – | 338 |
|
|
2022
Q1 | $216K | Sell |
987
-135
| -12% | -$29.5K | ﹤0.01% | 307 |
|
|
2021
Q4 | $254K | Buy |
1,122
+148
| +15% | +$33.5K | ﹤0.01% | 284 |
|
|
2021
Q3 | $287K | Sell |
974
-4,859
| -83% | -$1.43M | ﹤0.01% | 268 |
|
|
2021
Q2 | $1.39M | Buy |
+5,833
| New | +$1.39M | 0.02% | 160 |
|
|
2020
Q4 | – | Sell |
-15,023
| Closed | -$4.01M | – | 224 |
|
|
2020
Q3 | $4.01M | Buy |
+15,023
| New | +$4.01M | 0.11% | 69 |
|
|
2019
Q4 | – | Sell |
-10,527
| Closed | -$1.57M | – | 214 |
|
|
2019
Q3 | $1.57M | Sell |
10,527
-2,156
| -17% | -$322K | 0.06% | 122 |
|
|
2019
Q2 | $1.98M | Buy |
+12,683
| New | +$1.98M | 0.09% | 98 |
|
|
2017
Q4 | – | Sell |
-46,020
| Closed | -$4.43M | – | 147 |
|
|
2017
Q3 | $4.43M | Buy |
+46,020
| New | +$4.43M | 0.37% | 36 |
|