Mutual 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 | $3.67M | Buy |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $962K | Buy |
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|
2020
Q4 | $897K | Buy |
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|
2020
Q3 | $854K | Buy |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $365K | Buy |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $363K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $875K | Buy |
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|
2018
Q2 | $329K | Buy |
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|
2018
Q1 | $245K | Buy |
|