Equitable Trust’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 | $14.1M | Buy |
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|
2025
Q1 | $9.97M | Buy |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $9.8M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $9.7M | Buy |
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|
2023
Q2 | $9.72M | Buy |
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|
2023
Q1 | $7.61M | Buy |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $15.7M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $9.09M | Buy |
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|
2020
Q3 | $8.28M | Sell |
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|
2020
Q2 | $6.29M | Sell |
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|
2020
Q1 | $4.85M | Buy |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $206K | Buy |
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