Hill Island Financial’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 | $774K | Buy |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $852K | Hold |
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|
2024
Q3 | $698K | Buy |
|
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $801K | Sell |
|
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $549K | Hold |
|
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|
2022
Q4 | $376K | Buy |
|
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $357K | Buy |
|