Wealthspire Advisors (New York)’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 | $2.6M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $904K | Buy |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $4.09M | Buy |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | $2.28M | Sell |
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|
2020
Q1 | $2.01M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $75K | Buy |
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