Kessler 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 | – | Sell |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $74K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q3 | $136K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $40K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $423K | Sell |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $388K | Sell |
|
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|
2016
Q2 | $449K | Sell |
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|
2016
Q1 | $424K | Sell |
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|
2015
Q4 | $455K | Sell |
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|
2015
Q3 | $453K | Sell |
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|
2015
Q2 | $458K | Buy |
|