Houlihan Financial Resource Group’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 | $3.08M | Buy |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $3.06M | Buy |
|
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.12M | Buy |
|
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $65.3M | Buy |
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|
2023
Q1 | $2.31M | Buy |
|
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.66M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q1 | $839K | Buy |
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|
2019
Q4 | $942K | Buy |
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