Benchmark Investment 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
Q1 | $1.08M | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $789K | Buy |
|