Lugano Financial Advisors SA (LFA)’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 | $90K | Buy |
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|
2025
Q1 | $46.2K | Buy |
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|
2024
Q4 | $20.7K | Hold |
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|
2024
Q3 | $17K | Hold |
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|
2024
Q2 | $15.9K | Hold |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $16.3K | Hold |
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|
2023
Q3 | $12.6K | Sell |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $338K | Buy |
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