Aspiriant LLC’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 | $984K | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $3.16M | Sell |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.61M | Buy |
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|
2021
Q2 | $2.28M | Sell |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.88M | Buy |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $532K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $587K | Buy |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $351K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Buy |
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