Latitude Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$262K Buy
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$201K Buy
2022
Q2
Sell
2022
Q1
$341K Buy
2021
Q4
$322K Buy
2021
Q3
$337K Buy