Knollwood Investment Advisory’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
$7.49M Hold
2025
Q1
$7.38M Buy
2024
Q4
$9.13M Buy
2024
Q3
$6.65M Hold
2024
Q2
$6.25M Sell
2024
Q1
$9.15M Buy
2023
Q4
$6.36M Buy
2023
Q3
$2.76M Buy
2023
Q2
$1.34M Buy
2023
Q1
$278K Buy