Capital Advisors Ltd’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 | $241K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $191K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $37K | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Buy |
|