Ascension Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q2 | $991K | Buy |
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|
2022
Q4 | $622K | Buy |
|
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|
2022
Q3 | $687K | Hold |
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|
2022
Q2 | $441K | Buy |
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|
2021
Q4 | $679K | Sell |
|
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|
2021
Q3 | $1.64M | Hold |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1M | Buy |
|
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q1 | $708K | Buy |
|