Keystone Financial Group (Kentucky)’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 | $405K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $503K | Buy |
|
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $395K | Sell |
|
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|
2024
Q1 | $525K | Buy |
|
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $418K | Buy |
|
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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