Operose Advisors’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 | $26.2K | Hold |
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|
2025
Q1 | $25.8K | Hold |
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|
2024
Q4 | $32.1K | Sell |
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|
2024
Q3 | $71.7K | Buy |
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|
2024
Q2 | $59.4K | Hold |
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|
2024
Q1 | $69.6K | Hold |
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|
2023
Q4 | $60.8K | Sell |
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|
2023
Q3 | $97.5K | Buy |
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|
2023
Q2 | $20.3K | Hold |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $12.7K | Sell |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $111K | Buy |
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|
2021
Q4 | $22K | Buy |
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