Jess S. Morgan & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | $4.38M | Sell |
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|
2021
Q2 | $3.98M | Buy |
|
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $3.18M | Buy |
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|
2020
Q3 | $3.15M | Sell |
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|
2020
Q2 | $2.8M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $2.3M | Buy |
|