Brown, Lisle/Cummings’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 | $1.28M | Buy |
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|
2025
Q2 | $1.44M | Hold |
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|
2025
Q1 | $1.42M | Sell |
|
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|
2024
Q4 | $1.78M | Buy |
|
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|
2024
Q3 | $1.41M | Buy |
|
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|
2024
Q2 | $1.29M | Buy |
|
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|
2024
Q1 | $1.5M | Hold |
|
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|
2023
Q4 | $1.31M | Buy |
|
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|
2023
Q3 | $997K | Buy |
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|
2023
Q2 | $997K | Buy |
|
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|
2023
Q1 | $910K | Buy |
|
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|
2022
Q4 | $600K | Sell |
|
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|
2022
Q3 | $686K | Sell |
|
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|
2022
Q2 | $807K | Buy |
|
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.12M | Buy |
|