Golden State Equity Partners’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 | $4.98M | Sell |
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|
2025
Q2 | $6.14M | Buy |
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|
2025
Q1 | $5.6M | Buy |
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|
2024
Q4 | $6.95M | Buy |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $5.69M | Buy |
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|
2023
Q4 | $5.78M | Sell |
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|
2023
Q3 | $4.49M | Buy |
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|
2023
Q2 | $4.65M | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $515K | Buy |
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