Mitchell McLeod Pugh & Williams’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 | $902K | Buy |
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|
2025
Q1 | $871K | Buy |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $271K | Buy |
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