Alley Investment Management Company’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 | $545K | Hold |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $542K | Hold |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $425K | Buy |
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