Fort Sheridan 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 | $608K | Hold |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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|
2019
Q3 | $217K | Buy |
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