Abacus Planning 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
Q3 | $337K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $350K | Buy |
|
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|
2024
Q3 | $286K | Buy |
|
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|
2024
Q2 | $209K | Sell |
|
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|
2024
Q1 | $248K | Sell |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $240K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $261K | Buy |
|
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|
2021
Q1 | $204K | Buy |
|