Freedom Investment 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
         Q2  | $1.25M | Buy | 
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| 
        
          
      
        2025
         Q1  | $1.12M | Buy | 
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| 
        
          
      
        2024
         Q4  | $867K | Buy | 
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| 
        
          
      
        2024
         Q3  | $565K | Sell | 
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| 
        
          
      
        2024
         Q2  | $1.02M | Sell | 
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| 
        
          
      
        2024
         Q1  | $1.26M | Buy | 
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| 
        
          
      
        2023
         Q4  | $1.1M | Sell | 
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| 
        
          
      
        2023
         Q3  | $989K | Sell | 
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| 
        
          
      
        2023
         Q2  | $1.16M | Sell | 
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| 
        
          
      
        2023
         Q1  | $1.14M | Sell | 
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| 
        
          
      
        2022
         Q4  | $931K | Sell | 
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| 
        
          
      
        2022
         Q3  | $1.16M | Buy | 
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| 
        
          
      
        2022
         Q2  | $1.1M | Buy | 
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| 
        
          
      
        2022
         Q1  | $1.33M | Sell | 
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| 
        
          
      
        2021
         Q4  | $2.99M | Sell | 
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| 
        
          
      
        2021
         Q3  | $3.32M | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $2.42M | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $2.07M | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $858K | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $776K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $555K | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $675K | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $604K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $630K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $579K | Sell | 
         | 
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| 
        
          
      
        2019
         Q1  | $625K | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $552K | Buy | 
         | 
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| 
        
          
      
        2018
         Q3  | $519K | Sell | 
         | 
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| 
        
          
      
        2018
         Q2  | $491K | Buy | 
         | 
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| 
        
          
      
        2018
         Q1  | $384K | Buy | 
         | 
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| 
        
          
      
        2017
         Q4  | $292K | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $316K | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $356K | Sell | 
         | 
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| 
        
          
      
        2017
         Q1  | $404K | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $352K | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $379K | Sell | 
         | 
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| 
        
          
      
        2016
         Q2  | $454K | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $398K | Sell | 
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| 
        
          
      
        2015
         Q4  | $469K | Buy | 
         | 
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| 
        
          
      
        2015
         Q3  | $346K | Sell | 
         | 
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| 
        
          
      
        2015
         Q2  | $315K | Buy | 
         | 
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| 
        
          
      
        2015
         Q1  | $285K | Sell | 
         | 
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| 
        
          
      
        2014
         Q4  | $255K | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $249K | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $260K | Buy | 
         | 
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| 
        
          
      
        2014
         Q1  | $224K | Sell | 
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| 
        
          
      
        2013
         Q4  | $223K | Sell | 
         | 
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| 
        
          
      
        2013
         Q3  | $226K | Buy | 
         |