David J. Yvars 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 | $1.14M | Buy |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.29M | Sell |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $452K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $647K | Hold |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $498K | Sell |
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|
2020
Q4 | $552K | Buy |
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