PDS Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.23M | Buy |
|
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.1M | Buy |
|
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $857K | Buy |
|
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|
2023
Q1 | $671K | Buy |
|
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $262K | Buy |
|