LBMC Investment 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
Q3 | $244K | Sell |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $451K | Hold |
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|
2024
Q2 | $423K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $277 | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $303K | Buy |
|