Goelzer Investment Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Sell
2025
Q2
$2.01M Sell
2025
Q1
$2.03M Buy
2019
Q2
Sell
2019
Q1
$1.43M Buy
2018
Q4
$1.11M Buy