Atwood & Palmer’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 | $96.8K | Hold |
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|
2025
Q2 | $111K | Hold |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $97.7K | Sell |
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|
2024
Q1 | $150K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $54.1K | Hold |
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|
2023
Q2 | $56.4K | Buy |
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|
2023
Q1 | $3K | Hold |
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|
2022
Q4 | $1.99K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $12K | Buy |
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|
2021
Q3 | $9K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $33K | Sell |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $36K | Hold |
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|
2017
Q2 | $34K | Buy |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $62K | Hold |
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|
2015
Q3 | $55K | Buy |
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|
2015
Q2 | $39K | Buy |
|