Carret Asset Management’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 | $1.39M | Buy |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $824K | Buy |
|
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|
2024
Q2 | $689K | Buy |
|
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|
2024
Q1 | $805K | Sell |
|
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $564K | Buy |
|
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $554K | Sell |
|
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|
2022
Q4 | $376K | Buy |
|
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $385K | Buy |
|