Evanson Asset Management’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 | $212K | Sell |
|
|||||
|
2025
Q2 | $251K | Buy |
|
|||||
|
2025
Q1 | $220K | Sell |
|
|||||
|
2024
Q4 | $444K | Hold |
|
|||||
|
2024
Q3 | $363K | Sell |
|
|||||
|
2024
Q2 | $346K | Sell |
|
|||||
|
2024
Q1 | $460K | Hold |
|
|||||
|
2023
Q4 | $402K | Sell |
|
|||||
|
2023
Q3 | $328K | Buy |
|
|||||
|
2023
Q2 | $236K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $272K | Buy |
|
|||||
|
2022
Q1 | $278K | Buy |
|
|||||
|
2021
Q4 | $277K | Sell |
|
|||||
|
2021
Q3 | $304K | Buy |
|