Klingman & Associates’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 | $902K | Buy |
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|
2025
Q2 | $915K | Buy |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $760K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $5K | Sell |
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|
2015
Q2 | $44K | Buy |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $4K | Buy |
|