McDaniel Terry & Co’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 | $343K | Sell |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $919K | Buy |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $683K | Buy |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $251K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $288K | Hold |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $297K | Buy |
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