Capital Investment 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
Q2 | $681K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $736K | Sell |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $571K | Buy |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $598K | Buy |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $761K | Sell |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $916K | Sell |
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|
2020
Q2 | $887K | Buy |
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|
2020
Q1 | $667K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $71K | Buy |
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|
2019
Q2 | $73K | Buy |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | $20K | Buy |
|