Castleview 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
Q1 | – | Sell |
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|
2024
Q4 | $31.7K | Buy |
|
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|
2024
Q3 | $14.5K | Sell |
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|
2024
Q2 | $678K | Buy |
|
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|
2024
Q1 | $732K | Buy |
|
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|
2023
Q4 | $634K | Buy |
|
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|
2023
Q3 | $482K | Buy |
|
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|
2023
Q2 | $495K | Sell |
|
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $426K | Buy |
|
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|
2022
Q3 | $423K | Buy |
|
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|
2022
Q2 | $2.32K | Sell |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $8.52K | Buy |
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|
2021
Q2 | $1.81M | Buy |
|