WP Advisors’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 | $2.04M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $976K | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $777K | Sell |
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|
2021
Q3 | $842K | Sell |
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|
2021
Q2 | $769K | Buy |
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|
2021
Q1 | $657K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $45K | Buy |
|