Charter Research & Investment Group’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 | $2.14M | Sell |
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|
2025
Q1 | $2.16M | Hold |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $1.83M | Hold |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.56M | Hold |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1M | Buy |
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