Worth Financial Advisory Group’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 | $1.19M | Buy |
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|
2025
Q1 | $931K | Buy |
|
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|
2024
Q4 | $800K | Sell |
|
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|
2024
Q3 | $667K | Buy |
|
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|
2024
Q2 | $607K | Buy |
|
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|
2024
Q1 | $530K | Buy |
|
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|
2023
Q4 | $454K | Sell |
|
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|
2023
Q3 | $353K | Buy |
|
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|
2023
Q2 | $357K | Sell |
|
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|
2023
Q1 | $366K | Buy |
|
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|
2022
Q4 | $238K | Buy |
|