Fiduciary Group’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 | $1.61M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $4.43M | Sell |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $5.32M | Sell |
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|
2021
Q4 | $8.45M | Buy |
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|
2021
Q3 | $9.26M | Buy |
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|
2021
Q2 | $7.54M | Buy |
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|
2021
Q1 | $6.84M | Buy |
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|
2020
Q4 | $5.92M | Buy |
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|
2020
Q3 | $4.5M | Buy |
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|
2020
Q2 | $3.14M | Buy |
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