Buffington Mohr McNeal’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 | – | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $262K | Buy |
|
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $262K | Sell |
|
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.3M | Buy |
|
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $974K | Buy |
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|
2020
Q4 | $962K | Buy |
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|
2020
Q3 | $470K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7K | Buy |
|