Avalon Investment & Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $3.87M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $636K | Buy |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $388K | Buy |
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