Naples Global 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 | $3.96M | Buy |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $801K | Hold |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $305K | Sell |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $212K | Buy |
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