Glassy Mountain Advisors’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 | $3.52M | Buy |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $311K | Buy |
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