Money Concepts Capital’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 | $317K | Buy |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $205K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $412K | Buy |
|
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $517K | Sell |
|
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $735K | Buy |
|
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|
2021
Q1 | $664K | Sell |
|
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|
2020
Q4 | $740K | Buy |
|