Cottage Street 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 | $984K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $703K | Sell |
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|
2019
Q2 | $853K | Buy |
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