Marino Stram & Associates’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 | $661K | Buy |
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|
2025
Q1 | $645K | Buy |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $585K | Hold |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $5.31M | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $29K | Buy |
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