Great Diamond 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 | $697K | Sell |
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|
2025
Q2 | $905K | Buy |
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|
2025
Q1 | $833K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $926K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $763K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $845K | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $978K | Buy |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $284K | Buy |
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