McDonald Partners’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 | $477K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $541K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $286K | Buy |
|