Larson Financial Group’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 | $1.16M | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $103K | Sell |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $14K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $61K | Buy |
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|
2019
Q3 | $52K | Buy |
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|
2019
Q2 | $27K | Buy |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $22K | Buy |
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