Kennedy Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $315K | Sell |
|
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|
2024
Q3 | $282K | Sell |
|
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|
2024
Q2 | $307K | Sell |
|
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|
2024
Q1 | $384K | Sell |
|
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|
2023
Q4 | $350K | Sell |
|
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $327K | Sell |
|
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|
2023
Q1 | $409K | Sell |
|
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|
2022
Q4 | $324K | Buy |
|