Howe & Rusling’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 | $268K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $283K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $216K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $96K | Sell |
|
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $161K | Buy |
|
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|
2021
Q4 | $188K | Hold |
|
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|
2021
Q3 | $201K | Sell |
|
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|
2021
Q2 | $182K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $166K | Hold |
|
|||||
|
2020
Q3 | $187K | Buy |
|
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|
2020
Q2 | $69K | Buy |
|
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|
2020
Q1 | $39K | Buy |
|
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|
2019
Q4 | $39K | Hold |
|
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|
2019
Q3 | $36K | Hold |
|
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|
2019
Q2 | $37K | Hold |
|
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|
2019
Q1 | $38K | Hold |
|
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $38K | Buy |
|
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|
2013
Q4 | – | Sell |
|
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|
2013
Q3 | $55K | Buy |
|
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|
2013
Q2 | $37K | Buy |
|