Consolidated Planning Corp’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 | – | Sell |
|
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $206K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $11.6M | Sell |
|
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|
2023
Q4 | $10.4M | Buy |
|
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|
2023
Q3 | $2.04M | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $1.67M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $120K | Buy |
|