Financial Gravity 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
Q1 | $2.23M | Buy |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $93.5M | Buy |
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|
2023
Q3 | $91.4M | Buy |
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|
2023
Q2 | $1.83K | Buy |
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|
2023
Q1 | $939 | Buy |
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|
2022
Q4 | $314 | Buy |
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|
2022
Q3 | $167 | Sell |
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|
2022
Q2 | $551 | Buy |
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|
2022
Q1 | $227 | Sell |
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|
2021
Q4 | $658 | Buy |
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|
2021
Q3 | $940K | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.1K | Buy |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $163K | Hold |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | $1K | Buy |
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