Level Four Advisory Services’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 | $8.61M | Sell |
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|
2025
Q1 | $8.88M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $8.6M | Sell |
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|
2024
Q2 | $7.59M | Sell |
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|
2024
Q1 | $9.22M | Buy |
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|
2023
Q4 | $8.85M | Buy |
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|
2023
Q3 | $6.69M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.26M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $4.29M | Sell |
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|
2021
Q2 | $6.36M | Buy |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $5.5M | Buy |
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|
2020
Q3 | $6.14M | Sell |
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|
2020
Q2 | $5.05M | Buy |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $611K | Buy |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $388K | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $2.04M | Sell |
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|
2018
Q1 | $1.78M | Sell |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $764K | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1M | Buy |
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