Douglas Lane & Associates’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 | $59.9M | Buy |
|
|||||
|
2025
Q2 | $55M | Buy |
|
|||||
|
2025
Q1 | $39.9M | Buy |
|
|||||
|
2024
Q4 | $47.7M | Buy |
|
|||||
|
2024
Q3 | $24.8M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Sell |
|
|||||
|
2021
Q4 | $271K | Buy |
|
|||||
|
2021
Q3 | $248K | Buy |
|
|||||
|
2021
Q2 | $203K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $215K | Buy |
|