Claro 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
Q2 | $779K | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $845K | Hold |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $69K | Buy |
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