Asset Dedication 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
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $14K | Sell |
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|
2016
Q2 | $18K | Sell |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $23K | Buy |
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