Costello Asset Management’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
$4.12K Sell
2025
Q1
$11.8K Sell
2024
Q4
$23.1K Hold
2024
Q3
$18.9K Hold
2024
Q2
$17.7K Hold
2024
Q1
$20.8K Hold
2023
Q4
$18.2K Hold
2023
Q3
$14K Hold
2023
Q2
$14.6K Hold
2023
Q1
$13.8K Hold
2022
Q4
$9.15K Sell
2022
Q3
$21K Hold
2022
Q2
$24K Hold
2022
Q1
$30K Hold
2021
Q4
$36K Sell
2021
Q3
$42K Buy
2021
Q2
$21K Hold
2021
Q1
$18K Buy