Kelly Lawrence W & Associates’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 | $3.18M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $4.09M | Buy |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.76M | Hold |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.22M | Hold |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.58M | Hold |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.61M | Buy |
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|
2020
Q4 | $779K | Sell |
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|
2020
Q3 | $3.06M | Sell |
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|
2020
Q2 | $9.97M | Sell |
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|
2020
Q1 | $7.68M | Sell |
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|
2019
Q4 | $10.8M | Buy |
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|
2019
Q3 | $9.15M | Buy |
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|
2019
Q2 | $8.66M | Sell |
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|
2019
Q1 | $9.12M | Hold |
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|
2018
Q4 | $7.88M | Buy |
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|
2018
Q3 | $9.14M | Buy |
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|
2018
Q2 | $7.7M | Hold |
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|
2018
Q1 | $6.57M | Buy |
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|
2017
Q4 | $4.19M | Buy |
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