Apexium Financial’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 | $491K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $238K | Buy |
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