Key Financial Inc’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 | $1.25M | Buy |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $655K | Hold |
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|
2024
Q1 | $767K | Hold |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $501K | Hold |
|
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $593K | Hold |
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|
2021
Q1 | $519K | Hold |
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|
2020
Q4 | $545K | Sell |
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|
2020
Q3 | $824K | Hold |
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|
2020
Q2 | $601K | Hold |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $533K | Buy |
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