Cornerstone Advisory’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 | $300K | Sell |
|
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|
2025
Q1 | $312K | Buy |
|
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|
2024
Q4 | $336K | Buy |
|
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|
2024
Q3 | $213K | Buy |
|
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|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $256K | Sell |
|
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|
2023
Q4 | $294K | Buy |
|
|||||
|
2023
Q3 | $216K | Buy |
|
|||||
|
2023
Q2 | $207K | Sell |
|
|||||
|
2023
Q1 | $232K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $237K | Sell |
|
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|
2021
Q4 | $463K | Buy |
|
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|
2021
Q3 | $206K | Buy |
|