Wealthspire Advisors (Maryland)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.82M | Buy |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $770K | Buy |
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|
2019
Q4 | $810K | Buy |
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|
2019
Q3 | $641K | Buy |
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|
2019
Q2 | $621K | Sell |
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|
2019
Q1 | $656K | Buy |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $622K | Buy |
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|
2018
Q2 | $496K | Buy |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $380K | Buy |
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|
2017
Q3 | $314K | Buy |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $581K | Buy |
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|
2016
Q3 | $596K | Sell |
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|
2016
Q2 | $673K | Buy |
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|
2016
Q1 | $582K | Sell |
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|
2015
Q4 | $634K | Buy |
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