Carmel Capital Partners’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 | $729K | Sell |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $84.5K | Sell |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $308K | Buy |
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