Braun Stacey Associates’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$20.6M Sell
2024
Q1
$26.8M Sell
2023
Q4
$24.1M Sell
2023
Q3
$19.2M Sell
2023
Q2
$20.2M Sell
2023
Q1
$32.6M Buy
2022
Q2
Sell
2022
Q1
$1.21M Sell
2021
Q4
$15.1M Buy
2015
Q3
Sell
2015
Q2
$7.14M Buy