WANY
Wealthspire Advisors (New York)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
9,532
+1,208
| +15% | +$329K | 0.01% | 243 |
|
|
2025
Q1 | $2.23M | Buy |
8,324
+426
| +5% | +$114K | 0.01% | 259 |
|
|
2024
Q4 | $2.64M | Buy |
7,898
+332
| +4% | +$111K | 0.03% | 210 |
|
|
2024
Q3 | $2.07M | Sell |
7,566
-152
| -2% | -$41.6K | 0.02% | 250 |
|
|
2024
Q2 | $1.98M | Buy |
7,718
+145
| +2% | +$37.3K | 0.03% | 205 |
|
|
2024
Q1 | $2.28M | Buy |
7,573
+53
| +0.7% | +$16K | 0.03% | 185 |
|
|
2023
Q4 | $1.98M | Buy |
7,520
+1,006
| +15% | +$265K | 0.03% | 194 |
|
|
2023
Q3 | $1.32M | Sell |
6,514
-317
| -5% | -$64.3K | 0.02% | 232 |
|
|
2023
Q2 | $1.44M | Buy |
6,831
+481
| +8% | +$102K | 0.02% | 192 |
|
|
2023
Q1 | $1.27M | Sell |
6,350
-1,774
| -22% | -$354K | 0.02% | 211 |
|
|
2022
Q4 | $1.08M | Buy |
8,124
+1,837
| +29% | +$244K | 0.02% | 247 |
|
|
2022
Q3 | $904K | Buy |
6,287
+210
| +3% | +$30.2K | 0.02% | 241 |
|
|
2022
Q2 | $1M | Sell |
6,077
-17
| -0.3% | -$2.81K | 0.02% | 210 |
|
|
2022
Q1 | $1.29M | Sell |
6,094
-3,658
| -38% | -$777K | 0.03% | 167 |
|
|
2021
Q4 | $2.48M | Buy |
9,752
+403
| +4% | +$102K | 0.05% | 122 |
|
|
2021
Q3 | $2.54M | Buy |
9,349
+8,032
| +610% | +$2.18M | 0.05% | 142 |
|
|
2021
Q2 | $322K | Sell |
1,317
-28,127
| -96% | -$6.88M | 0.01% | 278 |
|
|
2021
Q1 | $6.24M | Buy |
29,444
+11,057
| +60% | +$2.34M | 0.15% | 79 |
|
|
2020
Q4 | $4.09M | Buy |
18,387
+4,073
| +28% | +$906K | 0.12% | 83 |
|
|
2020
Q3 | $3.6M | Buy |
14,314
+2,120
| +17% | +$533K | 0.21% | 57 |
|
|
2020
Q2 | $2.28M | Sell |
12,194
-1,784
| -13% | -$334K | 0.16% | 58 |
|
|
2020
Q1 | $2.01M | Buy |
13,978
+7,429
| +113% | +$1.07M | 0.08% | 122 |
|
|
2019
Q4 | $1.07M | Buy |
6,549
+4,416
| +207% | +$718K | 0.08% | 59 |
|
|
2019
Q3 | $317K | Buy |
+2,133
| New | +$317K | 0.03% | 111 |
|
|
2019
Q1 | – | Sell |
-544
| Closed | -$75K | – | 210 |
|
|
2018
Q4 | $75K | Buy |
+544
| New | +$75K | 0.01% | 136 |
|