Nicolet Advisory Services’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 | $1.33M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $665K | Buy |
|
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $304K | Buy |
|
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $236K | Buy |
|