Checchi Capital Advisers’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 | $4.46M | Sell |
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|
2025
Q1 | $4.65M | Buy |
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|
2024
Q4 | $5.62M | Sell |
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|
2024
Q3 | $5.8M | Buy |
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|
2024
Q2 | $5.31M | Sell |
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|
2024
Q1 | $6.57M | Buy |
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|
2023
Q4 | $5.65M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.61M | Buy |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $4.61M | Sell |
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|
2020
Q3 | $5.53M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $890K | Buy |
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|
2019
Q2 | $866K | Buy |
|
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $685K | Sell |
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|
2018
Q3 | $991K | Buy |
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|
2018
Q2 | $791K | Buy |
|
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|
2018
Q1 | $658K | Buy |
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|
2017
Q4 | $553K | Buy |
|
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|
2017
Q3 | $406K | Sell |
|
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|
2017
Q2 | $394K | Sell |
|
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|
2017
Q1 | $428K | Buy |
|
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|
2016
Q4 | $324K | Sell |
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|
2016
Q3 | $367K | Buy |
|
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|
2016
Q2 | $337K | Buy |
|
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|
2016
Q1 | $302K | Sell |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $275K | Buy |
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|
2015
Q2 | $257K | Sell |
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|
2015
Q1 | $274K | Buy |
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|
2014
Q4 | $208K | Buy |
|