Crestwood Advisors Group’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 | $81.3M | Sell |
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|
2025
Q1 | $80.4M | Buy |
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|
2024
Q4 | $99.5M | Buy |
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|
2024
Q3 | $80.5M | Buy |
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|
2024
Q2 | $75.4M | Buy |
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|
2024
Q1 | $77.7M | Buy |
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|
2023
Q4 | $65M | Buy |
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|
2023
Q3 | $48M | Buy |
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|
2023
Q2 | $35.9M | Buy |
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|
2023
Q1 | $30M | Buy |
|
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|
2022
Q4 | $18.2M | Sell |
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|
2022
Q3 | $30.3M | Sell |
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|
2022
Q2 | $35.7M | Buy |
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|
2022
Q1 | $42.6M | Buy |
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|
2021
Q4 | $43M | Buy |
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|
2021
Q3 | $45M | Buy |
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|
2021
Q2 | $840K | Sell |
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|
2021
Q1 | $767K | Sell |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $943K | Buy |
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|
2020
Q2 | $665K | Sell |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $2.94M | Sell |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $461K | Buy |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $332K | Buy |
|
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|
2018
Q1 | $261K | Buy |
|
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|
2017
Q4 | $225K | Hold |
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|
2017
Q3 | $206K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $192K | Buy |
|
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $258K | Buy |
|
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $361K | Buy |
|
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|
2014
Q3 | $311K | Hold |
|
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|
2014
Q2 | $314K | Hold |
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|
2014
Q1 | $308K | Hold |
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|
2013
Q4 | $298K | Sell |
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|
2013
Q3 | $297K | Hold |
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|
2013
Q2 | $218K | Buy |
|