Great Lakes Retirement’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 | $2.95M | Buy |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $3.23M | Buy |
|
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|
2024
Q3 | $2.61M | Buy |
|
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|
2024
Q2 | $2.37M | Buy |
|
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|
2024
Q1 | $2.51M | Buy |
|
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|
2023
Q4 | $2.16M | Buy |
|
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|
2023
Q3 | $910K | Buy |
|
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|
2023
Q2 | $893K | Sell |
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|
2023
Q1 | $865K | Buy |
|
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|
2022
Q4 | $533K | Buy |
|
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $1.13M | Buy |
|