Equitable Holdings’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 | $8.45M | Buy |  | |||||
| 2025 Q1 | $7.12M | Buy |  | |||||
| 2024 Q4 | $8.07M | Buy |  | |||||
| 2024 Q3 | $6.26M | Buy |  | |||||
| 2024 Q2 | $4.98M | Buy |  | |||||
| 2024 Q1 | $4.9M | Buy |  | |||||
| 2023 Q4 | $3.76M | Buy |  | |||||
| 2023 Q3 | $2.73M | Buy |  | |||||
| 2023 Q2 | $2.67M | Buy |  | |||||
| 2023 Q1 | $2.3M | Sell |  | |||||
| 2022 Q4 | $1.56M | Buy |  | |||||
| 2022 Q3 | $1.31M | Buy |  | |||||
| 2022 Q2 | $1.36M | Buy |  | |||||
| 2022 Q1 | $1.6M | Sell |  | |||||
| 2021 Q4 | $2.03M | Buy |  | |||||
| 2021 Q3 | $1.89M | Sell |  | |||||
| 2021 Q2 | $1.84M | Sell |  | |||||
| 2021 Q1 | $1.83M | Buy |  | |||||
| 2020 Q4 | $1.17M | Buy |  | |||||
| 2020 Q3 | $874K | Hold |  | |||||
| 2020 Q2 | $651K | Buy |  | |||||
| 2020 Q1 | $489K | Sell |  | |||||
| 2019 Q4 | $624K | Buy |  |