Monetary Management Group’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 | $911K | Hold |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $865K | Sell |
|
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $599K | Hold |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $3.63M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $4.1M | Sell |
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|
2020
Q4 | $4.72M | Buy |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.45M | Hold |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $999K | Hold |
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|
2018
Q4 | $864K | Buy |
|