Cobblestone Capital 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 | $401K | Sell |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $423K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $439K | Buy |
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|
2019
Q2 | $407K | Hold |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $418K | Hold |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $228K | Buy |
|