Hennion & Walsh Asset Management’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 | $4.32M | Sell |
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|
2025
Q1 | $4.91M | Buy |
|
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|
2024
Q4 | $5.51M | Buy |
|
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|
2024
Q3 | $4.3M | Buy |
|
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|
2024
Q2 | $2.76M | Buy |
|
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|
2024
Q1 | $2.09M | Buy |
|
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|
2023
Q4 | $1.14M | Buy |
|
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|
2023
Q3 | $562K | Buy |
|
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|
2023
Q2 | $477K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $946K | Sell |
|
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|
2022
Q1 | $1.25M | Sell |
|
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|
2021
Q4 | $2.71M | Sell |
|
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|
2021
Q3 | $2.92M | Sell |
|
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|
2021
Q2 | $3.47M | Sell |
|
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|
2021
Q1 | $3.05M | Buy |
|