Creative Financial Designs’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 | $594K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $171K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $713K | Sell |
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|
2021
Q3 | $992K | Buy |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $713K | Buy |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $13K | Buy |
|