Capital Advantage’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 | $469K | Sell |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $681K | Hold |
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|
2024
Q4 | $681K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $303K | Hold |
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|
2020
Q4 | $317K | Hold |
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|
2020
Q3 | $372K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $206K | Buy |
|