Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $141K | Buy |
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|
2024
Q3 | $114K | Buy |
|
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|
2024
Q2 | $76.4K | Hold |
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|
2024
Q1 | $89.8K | Hold |
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|
2023
Q4 | $78.2K | Hold |
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|
2023
Q3 | $60.5K | Buy |
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|
2023
Q2 | $62K | Hold |
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|
2023
Q1 | $57.6K | Hold |
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|
2022
Q4 | $38.8K | Hold |
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|
2022
Q3 | $43.3K | Buy |
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|
2022
Q2 | $15.6K | Buy |
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|
2022
Q1 | $4.88K | Hold |
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|
2021
Q4 | $5.84K | Hold |
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|
2021
Q3 | $6.33K | Hold |
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|
2021
Q2 | $5.63K | Hold |
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|
2021
Q1 | $5.03K | Sell |
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|
2020
Q4 | $5.56K | Sell |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $85.2K | Sell |
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|
2020
Q1 | $90.9K | Sell |
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|
2019
Q4 | $253K | Buy |
|