Gilbert & Cook’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 | $1.59M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.58M | Sell |
|
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|
2024
Q2 | $1.52M | Sell |
|
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|
2024
Q1 | $1.97M | Buy |
|
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|
2023
Q4 | $1.49M | Buy |
|
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $459K | Buy |
|
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $310K | Buy |
|
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $251K | Buy |
|