Lebenthal Global 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
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $935K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Buy |
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