Atlas Capital 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 | $232K | Buy |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $80.1K | Hold |
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|
2023
Q2 | $83.4K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $49.6K | Sell |
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|
2022
Q3 | $63.4K | Sell |
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|
2022
Q2 | $97.5K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $144K | Buy |
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|
2021
Q1 | $58.1K | Sell |
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|
2020
Q4 | $178K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $35.1K | Hold |
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|
2018
Q1 | $27.8K | Buy |
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