1834 Investment 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 | $851K | Buy |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $828K | Sell |
|
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|
2024
Q2 | $848K | Buy |
|
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|
2024
Q1 | $592K | Buy |
|
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|
2023
Q4 | $491K | Sell |
|
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|
2023
Q3 | $826K | Buy |
|
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $534K | Sell |
|
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|
2022
Q4 | $694K | Sell |
|
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|
2022
Q3 | $987K | Sell |
|
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $2.85M | Sell |
|
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|
2021
Q4 | $3.48M | Sell |
|
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|
2021
Q3 | $3.86M | Buy |
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|
2021
Q2 | $3.47M | Buy |
|
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|
2021
Q1 | $2.53M | Buy |
|
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|
2020
Q4 | $93K | Buy |
|
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|
2020
Q3 | $92K | Sell |
|
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $155K | Hold |
|
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|
2019
Q3 | $141K | Hold |
|
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|
2019
Q2 | $144K | Sell |
|
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $199K | Buy |
|