CGN Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.06M | Buy |
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|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $3.2M | Buy |
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|
2024
Q1 | $3.69M | Buy |
|
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $916K | Buy |
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|
2022
Q1 | $936K | Buy |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $514K | Sell |
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|
2020
Q4 | $544K | Buy |
|