FDx Advisors’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 | – | Sell |
|
|||||
|
2025
Q1 | $279K | Sell |
|
|||||
|
2024
Q4 | $369K | Sell |
|
|||||
|
2024
Q3 | $347K | Sell |
|
|||||
|
2024
Q2 | $361K | Sell |
|
|||||
|
2024
Q1 | $6.5M | Sell |
|
|||||
|
2023
Q4 | $9M | Buy |
|
|||||
|
2023
Q3 | $6.71M | Sell |
|
|||||
|
2023
Q2 | $11.5M | Sell |
|
|||||
|
2023
Q1 | $33M | Hold |
|
|||||
|
2022
Q4 | $33M | Sell |
|
|||||
|
2022
Q3 | $39.1M | Sell |
|
|||||
|
2022
Q2 | $46.7M | Sell |
|
|||||
|
2022
Q1 | $61.3M | Buy |
|
|||||
|
2021
Q4 | $72.2M | Buy |
|
|||||
|
2021
Q3 | $71.9M | Buy |
|
|||||
|
2021
Q2 | $60.7M | Buy |
|
|||||
|
2021
Q1 | $50.3M | Buy |
|
|||||
|
2020
Q4 | $38.7M | Sell |
|
|||||
|
2020
Q3 | $45.7M | Buy |
|
|||||
|
2020
Q2 | $31.7M | Buy |
|
|||||
|
2020
Q1 | $22.8M | Buy |
|
|||||
|
2019
Q4 | $12.7M | Buy |
|
|||||
|
2019
Q3 | $2.01M | Sell |
|
|||||
|
2019
Q2 | $3.17M | Buy |
|
|||||
|
2019
Q1 | $2.83M | Buy |
|
|||||
|
2018
Q4 | $924K | Sell |
|
|||||
|
2018
Q3 | $2.71M | Buy |
|
|||||
|
2018
Q2 | $1.93M | Sell |
|
|||||
|
2018
Q1 | $3.69M | Sell |
|
|||||
|
2017
Q4 | $3.35M | Sell |
|
|||||
|
2017
Q3 | $3.15M | Sell |
|
|||||
|
2017
Q2 | $3.06M | Sell |
|
|||||
|
2017
Q1 | $3.03M | Sell |
|
|||||
|
2016
Q4 | $2.88M | Buy |
|
|||||
|
2016
Q3 | $2.41M | Buy |
|
|||||
|
2016
Q2 | $2.6M | Sell |
|
|||||
|
2016
Q1 | $2.54M | Sell |
|
|||||
|
2015
Q4 | $3M | Buy |
|
|||||
|
2015
Q3 | $2.05M | Sell |
|
|||||
|
2015
Q2 | $2.42M | Sell |
|
|||||
|
2015
Q1 | $2.43M | Sell |
|
|||||
|
2014
Q4 | $2.34M | Sell |
|
|||||
|
2014
Q3 | $2.46M | Buy |
|
|||||
|
2014
Q2 | $2.05M | Buy |
|
|||||
|
2014
Q1 | $1.74M | Buy |
|
|||||
|
2013
Q4 | $653K | Buy |
|
|||||
|
2013
Q3 | $222K | Sell |
|
|||||
|
2013
Q2 | $429K | Buy |
|