Capital Planning Advisors’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 | $270K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $976K | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $2.46M | Buy |
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|
2020
Q2 | $1.71M | Buy |
|