MainStreet Investment 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 | $257K | Sell |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $291K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $244K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $278K | Buy |
|
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $320K | Buy |
|
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|
2020
Q2 | $224K | Sell |
|
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|
2020
Q1 | $931K | Buy |
|