Americana Partners’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
$1.19M Buy
2025
Q2
$934K Sell
2025
Q1
$4.81M Buy
2024
Q4
$1.22M Buy
2024
Q3
$880K Sell
2024
Q2
$1.67M Buy
2024
Q1
$1.5M Buy
2023
Q4
$1.53M Sell
2023
Q3
$1.46M Buy
2023
Q2
$762K Buy
2023
Q1
$326K Buy
2022
Q1
Sell
2021
Q4
$581K Sell
2021
Q3
$771K Buy
2021
Q2
$272K Buy