M Holdings Securities’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 | $3M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $2.51M | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $976K | Sell |
|
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $840K | Buy |
|
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $1.25M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $231K | Buy |
|