Gradient Investments’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 | $260K | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $14.3M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $637K | Sell |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $3.09M | Buy |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.51M | Buy |
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|
2019
Q2 | $2.09M | Buy |
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|
2019
Q1 | $901K | Sell |
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|
2018
Q4 | $845K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $986K | Buy |
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|
2018
Q1 | $672K | Buy |
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|
2017
Q4 | $495K | Buy |
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|
2017
Q3 | $377K | Sell |
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|
2017
Q2 | $360K | Buy |
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|
2017
Q1 | $326K | Sell |
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|
2016
Q4 | $300K | Sell |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $366K | Sell |
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|
2016
Q1 | $367K | Sell |
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|
2015
Q4 | $395K | Sell |
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|
2015
Q3 | $360K | Buy |
|