Guardian Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $950K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $884K | Sell |
|
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.21M | Buy |
|
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|
2021
Q3 | $2.51M | Buy |
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|
2021
Q2 | $2.17M | Buy |
|
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|
2021
Q1 | $1.84M | Buy |
|
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $649K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $239K | Buy |
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