Freestone Capital Holdings’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 | $22.4M | Buy |
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|
2025
Q1 | $20.8M | Sell |
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|
2024
Q4 | $26.1M | Sell |
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|
2024
Q3 | $22.2M | Buy |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $17.2M | Buy |
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|
2023
Q3 | $13.2M | Buy |
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|
2023
Q2 | $12.6M | Sell |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $7.99M | Sell |
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|
2022
Q3 | $9.68M | Sell |
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|
2022
Q2 | $12.7M | Sell |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $12.8M | Sell |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q3 | $12.8M | Sell |
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|
2020
Q2 | $9.95K | Sell |
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|
2020
Q1 | $10.1K | Buy |
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|
2019
Q4 | $4.09K | Buy |
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|
2019
Q3 | $2.37K | Buy |
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|
2019
Q2 | $1.32K | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $991K | Buy |
|