Covenant Partners’s Salesforce CRM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $474K | Hold | 
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| 
        
          
      
        2025
         Q2  | $546K | Hold | 
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| 
        
          
      
        2025
         Q1  | $537K | Sell | 
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| 
        
          
      
        2024
         Q4  | $700K | Sell | 
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| 
        
          
      
        2024
         Q3  | $618K | Buy | 
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| 
        
          
      
        2024
         Q2  | $514K | Hold | 
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| 
        
          
      
        2024
         Q1  | $603K | Sell | 
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| 
        
          
      
        2023
         Q4  | $678K | Hold | 
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| 
        
          
      
        2023
         Q3  | $522K | Sell | 
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| 
        
          
      
        2023
         Q2  | $652K | Hold | 
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| 
        
          
      
        2023
         Q1  | $616K | Buy | 
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| 
        
          
      
        2022
         Q4  | – | Sell | 
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| 
        
          
      
        2022
         Q3  | $500K | Sell | 
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| 
        
          
      
        2022
         Q2  | $781K | Buy | 
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    |||||
| 
        
          
      
        2022
         Q1  | $830K | Sell | 
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| 
        
          
      
        2021
         Q4  | $998K | Hold | 
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| 
        
          
      
        2021
         Q3  | $1.06M | Hold | 
         | 
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| 
        
          
      
        2021
         Q2  | $959K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $882K | Buy | 
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| 
        
          
      
        2020
         Q4  | $842K | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $1M | Buy | 
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| 
        
          
      
        2020
         Q2  | $736K | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $436K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $224K | Buy | 
         |