Kaizen Financial Strategies’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 | $1.71M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.9M | Buy |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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