Apriem Advisors’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 | $569K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $58K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $229K | Buy |
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|
2016
Q3 | $182K | Sell |
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|
2016
Q2 | $345K | Buy |
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|
2016
Q1 | $174K | Sell |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $184K | Buy |
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|
2015
Q2 | $118K | Buy |
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|
2015
Q1 | $107K | Hold |
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|
2014
Q4 | $95K | Hold |
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|
2014
Q3 | $92K | Buy |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $46K | Hold |
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|
2013
Q4 | $44K | Buy |
|