Evergreen Capital 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 | $8.45M | Sell |
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|
2025
Q2 | $9.77M | Buy |
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|
2025
Q1 | $9.57M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $7.02M | Buy |
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|
2024
Q2 | $6.14M | Sell |
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|
2024
Q1 | $7.86M | Sell |
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|
2023
Q4 | $7.06M | Sell |
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|
2023
Q3 | $5.62M | Sell |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $6.34M | Buy |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $8.61M | Buy |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $4.05M | Sell |
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|
2021
Q3 | $4.99M | Buy |
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|
2021
Q2 | $4.29M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $737K | Buy |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $346K | Buy |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $212K | Buy |
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