Logan Capital Management’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
$545 Sell
2025
Q1
$80.5K Hold
2024
Q4
$100K Buy
2024
Q3
$81.6K Hold
2024
Q2
$76.6K Hold
2024
Q1
$89.8K Hold
2023
Q4
$78.4K Hold
2023
Q3
$60.4K Hold
2023
Q2
$63K Hold
2023
Q1
$59.5K Hold
2022
Q4
$39.5K Sell
2022
Q3
$66K Sell
2022
Q2
$84K Hold
2022
Q1
$108K Hold
2021
Q4
$129K Buy
2021
Q3
$134K Buy
2021
Q2
$92K Buy
2021
Q1
$63K Buy