Kensington Investment Counsel’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
$538K Hold
2025
Q1
$529K Hold
2024
Q4
$659K Sell
2024
Q3
$850K Buy
2024
Q2
$762K Buy
2024
Q1
$724K Buy
2023
Q4
$586K Buy
2023
Q3
$427K Sell
2023
Q2
$620K Buy
2023
Q1
$561K Sell
2022
Q4
$398K Sell
2022
Q3
$493K Sell
2022
Q2
$597K Buy