Legacy 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 | – | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $519K | Buy |
|
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $35K | Buy |
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|
2017
Q3 | $21K | Buy |
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