Newbridge Financial Services 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 | $6M | Buy |
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|
2025
Q1 | $5.42M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $974K | Buy |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $579K | Buy |
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|
2023
Q1 | $478K | Buy |
|
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|
2022
Q4 | $311K | Buy |
|
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $381K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $761K | Buy |
|