Kozak & 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
Q2 | $697K | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $733K | Buy |
|
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|
2024
Q2 | $656K | Hold |
|
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|
2024
Q1 | $716K | Buy |
|
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|
2023
Q4 | $676K | Buy |
|
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|
2023
Q3 | $520K | Buy |
|
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $485K | Buy |
|
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|
2022
Q4 | $156K | Buy |
|
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|
2022
Q3 | $165K | Buy |
|
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $143K | Sell |
|
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|
2021
Q3 | $228K | Buy |
|