Crescent Grove 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 | $217K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $332K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $238K | Buy |
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