Lion Street 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 | $285K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18K | Buy |
|