Abbot Financial Management’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 | $852K | Buy |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $935K | Hold |
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|
2024
Q3 | $766K | Buy |
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|
2024
Q2 | $609K | Hold |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $623K | Hold |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $984K | Hold |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $844K | Buy |
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|
2020
Q2 | $617K | Buy |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | $226K | Buy |
|