Account 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 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $1.28M | Buy |
|