Girard Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.67M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $8.43M | Buy |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.77M | Buy |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $3.35M | Sell |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.06M | Buy |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $3.55M | Buy |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $2.48M | Buy |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $99K | Buy |
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