HeadInvest LLC’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 | $506K | Sell |
|
|||||
|
2025
Q1 | $565K | Buy |
|
|||||
|
2024
Q4 | $701K | Sell |
|
|||||
|
2024
Q3 | $601K | Sell |
|
|||||
|
2024
Q2 | $568K | Sell |
|
|||||
|
2024
Q1 | $732K | Sell |
|
|||||
|
2023
Q4 | $645K | Sell |
|
|||||
|
2023
Q3 | $511K | Sell |
|
|||||
|
2023
Q2 | $528K | Buy |
|
|||||
|
2023
Q1 | $505K | Sell |
|
|||||
|
2022
Q4 | $658K | Sell |
|
|||||
|
2022
Q3 | $775K | Buy |
|
|||||
|
2022
Q2 | $861K | Buy |
|
|||||
|
2022
Q1 | $1.05M | Buy |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $1.25M | Sell |
|
|||||
|
2021
Q2 | $1.16M | Buy |
|
|||||
|
2021
Q1 | $964K | Buy |
|
|||||
|
2020
Q4 | $661K | Buy |
|
|||||
|
2020
Q3 | $433K | Buy |
|
|||||
|
2020
Q2 | $319K | Buy |
|
|||||
|
2020
Q1 | $221K | Buy |
|
|||||
|
2019
Q4 | $240K | Buy |
|