CMP
Coston McIsaac & Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
49
+2
| +4% | +$531 | ﹤0.01% | 488 |
|
|
2025
Q1 | $12K | Sell |
47
-3
| -6% | -$766 | ﹤0.01% | 469 |
|
|
2024
Q4 | $16K | Buy |
50
+3
| +6% | +$960 | ﹤0.01% | 425 |
|
|
2024
Q3 | $12 | Hold |
47
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $12K | Hold |
47
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $12K | Hold |
47
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $9K | Sell |
47
-9
| -16% | -$1.72K | ﹤0.01% | 473 |
|
|
2023
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $11K | Hold |
56
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $7 | Hold |
56
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $8K | Sell |
56
-1
| -2% | -$143 | ﹤0.01% | 445 |
|
|
2022
Q2 | $9K | Buy |
+57
| New | +$9K | 0.01% | 282 |
|