CVA Family Office’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 | $402K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $67.5K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Buy |
|