Parkside 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 | $628K | Hold |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $770K | Hold |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $693K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $488K | Hold |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $562K | Hold |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $512K | Hold |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $231K | Buy |
|