Corient Private Wealth’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 | $123M | Sell |
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|
2025
Q1 | $128M | Sell |
|
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|
2024
Q4 | $162M | Buy |
|
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|
2024
Q3 | $133M | Sell |
|
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|
2024
Q2 | $126M | Sell |
|
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|
2024
Q1 | $214M | Buy |
|
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|
2023
Q4 | $184M | Buy |
|
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|
2023
Q3 | $136M | Buy |
|
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|
2023
Q2 | $123M | Buy |
|
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|
2023
Q1 | $99.4M | Buy |
|
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|
2022
Q4 | $55.7M | Buy |
|