Financial Perspectives’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 | $77.6K | Hold |
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|
2025
Q2 | $89.3K | Hold |
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|
2025
Q1 | $87.8K | Hold |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $61K | Hold |
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|
2024
Q2 | $57.3K | Buy |
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|
2024
Q1 | $22.6K | Sell |
|
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|
2023
Q4 | $20.3K | Buy |
|
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|
2023
Q3 | $15.2K | Hold |
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|
2023
Q2 | $15.8K | Hold |
|
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|
2023
Q1 | $15K | Hold |
|
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|
2022
Q4 | $9.94K | Hold |
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|
2022
Q3 | $10.8K | Hold |
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|
2022
Q2 | $12.4K | Hold |
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|
2022
Q1 | $15.9K | Buy |
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|
2021
Q4 | $17.8K | Hold |
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|
2021
Q3 | $19K | Buy |
|