Family 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
Q2 | $6.48M | Buy |
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|
2025
Q1 | $6.36M | Buy |
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|
2024
Q4 | $7.22M | Buy |
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|
2024
Q3 | $5.66M | Buy |
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|
2024
Q2 | $3.34M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $587K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $482K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $595K | Buy |
|