L.J. Altfest & Co’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 | – | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $568K | Sell |
|
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|
2024
Q2 | $580K | Sell |
|
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|
2024
Q1 | $1.08M | Sell |
|
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.3M | Buy |
|
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $823K | Sell |
|
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $387K | Buy |
|