Cahill Financial 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
Q2 | $208K | Sell |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $206K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $622K | Hold |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $803K | Buy |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $449K | Hold |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $452K | Buy |
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|
2019
Q2 | $439K | Sell |
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|
2019
Q1 | $507K | Sell |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $422K | Hold |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $297K | Buy |
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|
2017
Q4 | $256K | Hold |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $217K | Buy |
|