Clearstead Trust’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 | $687K | Buy |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $190K | Buy |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $43K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | $11K | Buy |
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