MB, Levis & 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
Q3 | $73.7K | Hold |
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|
2025
Q2 | $84.8K | Hold |
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|
2025
Q1 | $83.5K | Hold |
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|
2024
Q4 | $104K | Hold |
|
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|
2024
Q3 | $85.1K | Hold |
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|
2024
Q2 | $80K | Hold |
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|
2024
Q1 | $93.7K | Hold |
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|
2023
Q4 | $81.8K | Hold |
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|
2023
Q3 | $63.1K | Hold |
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|
2023
Q2 | $65.7K | Hold |
|
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|
2023
Q1 | $62.1K | Hold |
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|
2022
Q4 | $41.2K | Buy |
|