Ascent Group’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 | $4M | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $5.03M | Buy |
|
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|
2024
Q1 | $5.11M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $924K | Sell |
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|
2023
Q1 | $937K | Buy |
|
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|
2022
Q4 | $547K | Sell |
|
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|
2022
Q3 | $771K | Buy |
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|
2022
Q2 | $858K | Buy |
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $767K | Buy |
|