Koss-Olinger Consulting’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 | $581K | Sell |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $355K | Buy |
|
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $814K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $847K | Buy |
|