CoreCap 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 | $539K | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $345K | Sell |
|
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|
2024
Q2 | $2.35M | Buy |
|
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2022
Q4 | $167K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $1.27M | Buy |
|