Cavalier Investments’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 | – | Sell |
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|
2025
Q1 | $4.56M | Sell |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $4.5M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $574K | Sell |
|
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.22M | Hold |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.28M | Buy |
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