Newman Dignan & Sheerar Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $988K | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $787K | Buy |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $779K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $619 | Sell |
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|
2022
Q2 | $720K | Sell |
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|
2022
Q1 | $1.02K | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $959K | Sell |
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|
2020
Q4 | $1.01K | Sell |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $738K | Buy |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $577 | Sell |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $601 | Sell |
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|
2019
Q1 | $656K | Sell |
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|
2018
Q4 | $572 | Buy |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $356 | Buy |
|