Clear Creek Financial Management’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 | $407K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $655K | Buy |
|