Hazlett, Burt & Watson’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 | $943K | Buy |
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|
2025
Q1 | $852K | Buy |
|
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|
2024
Q4 | $1.01M | Sell |
|
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|
2024
Q3 | $841K | Buy |
|
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|
2024
Q2 | $754K | Buy |
|
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|
2024
Q1 | $882K | Buy |
|
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|
2023
Q4 | $770K | Buy |
|
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|
2023
Q3 | $570K | Buy |
|
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|
2023
Q2 | $519K | Buy |
|
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|
2023
Q1 | $484K | Sell |
|
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|
2022
Q4 | $362K | Sell |
|
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|
2022
Q3 | $535K | Sell |
|
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|
2022
Q2 | $663K | Buy |
|
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|
2022
Q1 | $834K | Buy |
|