KG&L Capital 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
Q3 | $457K | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.13M | Buy |
|
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|
2024
Q3 | $927K | Buy |
|
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|
2024
Q2 | $792K | Buy |
|
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|
2024
Q1 | $457K | Sell |
|
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|
2023
Q4 | $412K | Sell |
|
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $864K | Sell |
|
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|
2023
Q1 | $926K | Sell |
|
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|
2022
Q4 | $715K | Sell |
|
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|
2022
Q3 | $896K | Sell |
|
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|
2022
Q2 | $1.15M | Sell |
|
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|
2022
Q1 | $2.69M | Buy |
|
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|
2021
Q4 | $2.09M | Sell |
|
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|
2021
Q3 | $3.54M | Buy |
|
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|
2021
Q2 | $3.16M | Sell |
|
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|
2021
Q1 | $3.07M | Buy |
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|
2020
Q4 | $2.3M | Buy |
|