CAZ Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.56M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $1.14M | Hold |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $235K | Hold |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $209K | Hold |
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|
2015
Q1 | $201K | Buy |
|