Lee, Danner & Bass’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 | $5.38M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $338K | Buy |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $316K | Buy |
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