Cubic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $505K | Hold |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $380K | Hold |
|
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $457K | Hold |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $403K | Buy |
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