Keudell/Morrison Wealth Management’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 | $1.92M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.65M | Buy |
|
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|
2024
Q1 | $1.91M | Sell |
|
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|
2023
Q4 | $1.67M | Sell |
|
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|
2023
Q3 | $1.29M | Hold |
|
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|
2023
Q2 | $1.34M | Sell |
|
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $737K | Sell |
|
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|
2022
Q3 | $978K | Buy |
|
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|
2022
Q2 | $1.12M | Sell |
|
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|
2022
Q1 | $1.48M | Sell |
|
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $1.9M | Sell |
|
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.35M | Buy |
|
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $1.28M | Sell |
|
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|
2020
Q2 | $980K | Buy |
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|
2020
Q1 | $736K | Buy |
|
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|
2019
Q4 | $609K | Buy |
|
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $385K | Buy |
|