Clean Yield 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 | $6.35M | Sell |
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|
2025
Q1 | $6.33M | Buy |
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|
2024
Q4 | $7.76M | Sell |
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|
2024
Q3 | $6.37M | Buy |
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|
2024
Q2 | $5.17M | Buy |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $95.4K | Hold |
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|
2023
Q2 | $97.4K | Hold |
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|
2023
Q1 | $92.1K | Hold |
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|
2022
Q4 | $61.1K | Buy |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $63K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $66K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $24K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $20K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $31K | Buy |
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