Cedar Brook Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $207K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $261K | Buy |
|
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $203K | Buy |
|