Crewe 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
Q3 | $283K | Buy |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $102K | Hold |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $29K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $25K | Buy |
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