Cozad 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 | $3.69M | Sell |
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|
2025
Q1 | $3.85M | Sell |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | $3.91M | Sell |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $4.21M | Sell |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $7.67M | Sell |
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|
2021
Q3 | $8.56M | Buy |
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|
2021
Q2 | $7.08M | Sell |
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|
2021
Q1 | $6.68M | Buy |
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|
2020
Q4 | $6.66M | Sell |
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|
2020
Q3 | $8.79M | Sell |
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|
2020
Q2 | $6.94M | Sell |
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|
2020
Q1 | $5.43M | Sell |
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|
2019
Q4 | $6.25M | Sell |
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|
2019
Q3 | $5.74M | Buy |
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|
2019
Q2 | $5.84M | Buy |
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|
2019
Q1 | $6.08M | Sell |
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|
2018
Q4 | $5.52M | Buy |
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|
2018
Q3 | $6.33M | Sell |
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|
2018
Q2 | $6.16M | Buy |
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