Gallagher Fiduciary Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
1,376
-278
| -17% | -$75.8K | 0.01% | 224 |
|
|
2025
Q1 | $444K | Buy |
1,654
+81
| +5% | +$21.7K | 0.01% | 174 |
|
|
2024
Q4 | $526K | Buy |
1,573
+444
| +39% | +$148K | 0.1% | 133 |
|
|
2024
Q3 | $309K | Sell |
1,129
-120
| -10% | -$32.8K | 0.06% | 192 |
|
|
2024
Q2 | $321K | Buy |
1,249
+63
| +5% | +$16.2K | 0.07% | 146 |
|
|
2024
Q1 | $357K | Sell |
1,186
-26
| -2% | -$7.83K | 0.01% | 132 |
|
|
2023
Q4 | $319K | Buy |
+1,212
| New | +$319K | 0.01% | 136 |
|