Modus Advisors’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
$4.15M Buy
2025
Q1
$3.97M Buy
2024
Q4
$4.82M Buy
2024
Q3
$3.93M Buy
2024
Q2
$3.61M Buy
2024
Q1
$3.8M Buy
2023
Q4
$3.2M Buy
2023
Q3
$2.42M Sell
2023
Q2
$2.52M Buy
2023
Q1
$2.35M Sell
2022
Q4
$1.6M Buy
2022
Q3
$1.44M Buy
2022
Q2
$1.62M Buy
2022
Q1
$1.9M Buy
2021
Q4
$1.98M Sell
2021
Q3
$2.19M Buy
2021
Q2
$1.85M Buy
2021
Q1
$1.59M Buy
2020
Q4
$1.39M Buy
2020
Q3
$1.1M Buy
2020
Q2
$213K Buy