Montag & Associates’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 | $5.87M | Buy |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $596K | Hold |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $615K | Buy |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $4.53M | Sell |
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|
2020
Q3 | $8.28M | Buy |
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|
2020
Q2 | $4.45M | Sell |
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|
2020
Q1 | $3.46M | Buy |
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|
2019
Q4 | $1.75M | Buy |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $683K | Sell |
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|
2018
Q4 | $595K | Buy |
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|
2018
Q3 | $617K | Hold |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $415K | Buy |
|