Keel Point’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 | $1.83M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $478K | Buy |
|
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $599K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $209K | Buy |
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