Leavell Investment Management’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 | $522K | Sell |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $826K | Buy |
|
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|
2024
Q3 | $498K | Sell |
|
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $300K | Buy |
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