Cary Street Partners Investment Advisory’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 | $996K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $812K | Sell |
|
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|
2024
Q3 | $8.9M | Sell |
|
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|
2024
Q2 | $8.49M | Buy |
|
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|
2024
Q1 | $9.89M | Buy |
|
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|
2023
Q4 | $8M | Buy |
|
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|
2023
Q3 | $5.97M | Buy |
|
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|
2023
Q2 | $5.56M | Buy |
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|
2023
Q1 | $5.04M | Buy |
|
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|
2022
Q4 | $3.3M | Sell |
|
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|
2022
Q3 | $4.65M | Buy |
|
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|
2022
Q2 | $5.06M | Buy |
|
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|
2022
Q1 | $223K | Sell |
|
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | $165K | Buy |
|