Notis-McConarty Edward’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 | $1.79M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $407K | Hold |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $205K | Buy |
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