Aft Forsyth & Sober’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 | $2.59M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $3.06M | Hold |
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|
2024
Q3 | $2.5M | Hold |
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|
2024
Q2 | $2.35M | Hold |
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|
2024
Q1 | $2.76M | Hold |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $953K | Hold |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $909K | Sell |
|
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|
2022
Q4 | $623K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $998K | Hold |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $995K | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $115K | Buy |
|