Buckley Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $951K | Buy |
|
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|
2021
Q4 | $1.07M | Buy |
|
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|
2021
Q3 | $1.03M | Sell |
|
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|
2021
Q2 | $985K | Sell |
|
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|
2021
Q1 | $893K | Buy |
|
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|
2020
Q4 | $703K | Sell |
|
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|
2020
Q3 | $1.03M | Sell |
|
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|
2020
Q2 | $782K | Sell |
|
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|
2020
Q1 | $648K | Sell |
|
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|
2019
Q4 | $801K | Sell |
|
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|
2019
Q3 | $774K | Buy |
|
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|
2019
Q2 | $735K | Buy |
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|
2019
Q1 | $722K | Buy |
|