Calton & Associates’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 | $329K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $529K | Sell |
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|
2020
Q4 | $631K | Buy |
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|
2020
Q3 | $657K | Buy |
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|
2020
Q2 | $378K | Sell |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $346K | Buy |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $283K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $55K | Buy |
|