Center for Financial Planning’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 | $2.01M | Hold |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.46M | Hold |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $1.93M | Hold |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.55M | Hold |
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|
2023
Q1 | $1.46M | Hold |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.48M | Hold |
|
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.66M | Hold |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.5M | Hold |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $807K | Hold |
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|
2019
Q4 | $911K | Buy |
|