Capital Asset Advisory Services’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 | $209K | Sell |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $832K | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $913K | Buy |
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|
2020
Q2 | $685K | Buy |
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|
2020
Q1 | $485K | Buy |
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|
2019
Q4 | $456K | Buy |
|