Nicholas Hoffman & Company’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 | $943K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $397K | Sell |
|
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|
2024
Q1 | $477K | Hold |
|
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|
2023
Q4 | $417K | Hold |
|
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|
2023
Q3 | $321K | Sell |
|
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $322K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $211K | Buy |
|
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|
2022
Q2 | $208K | Hold |
|
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|
2022
Q1 | $267K | Hold |
|
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|
2021
Q4 | $320K | Buy |
|
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $254K | Buy |
|