Covestor’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 | $193K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $286K | Buy |
|
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | $83K | Buy |
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|
2023
Q2 | $79K | Sell |
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|
2023
Q1 | $76K | Sell |
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|
2022
Q4 | $68K | Sell |
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|
2022
Q3 | $80K | Sell |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $111K | Buy |
|