Peloton Wealth Strategists’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 | $6.69M | Buy |
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|
2025
Q1 | $6.3M | Sell |
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|
2024
Q4 | $8.33M | Buy |
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|
2024
Q3 | $6.79M | Buy |
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|
2024
Q2 | $5.95M | Sell |
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|
2024
Q1 | $7.15M | Sell |
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|
2023
Q4 | $6.67M | Sell |
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|
2023
Q3 | $5.25M | Sell |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.33M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $3.65M | Sell |
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|
2022
Q2 | $4.2M | Buy |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $6.14M | Sell |
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|
2021
Q3 | $6.99M | Sell |
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|
2021
Q2 | $6.35M | Sell |
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|
2021
Q1 | $5.7M | Buy |
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|
2020
Q4 | $5.92M | Sell |
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|
2020
Q3 | $6.88M | Sell |
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|
2020
Q2 | $5.22M | Buy |
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|
2020
Q1 | $3.77M | Sell |
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|
2019
Q4 | $4.57M | Sell |
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|
2019
Q3 | $4.32M | Buy |
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|
2019
Q2 | $4.35M | Sell |
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|
2019
Q1 | $4.75M | Sell |
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|
2018
Q4 | $4.15M | Buy |
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|
2018
Q3 | $4.77M | Sell |
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|
2018
Q2 | $4.16M | Hold |
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|
2018
Q1 | $3.55M | Buy |
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|
2017
Q4 | $3.05M | Sell |
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|
2017
Q3 | $2.84M | Buy |
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|
2017
Q2 | $2.61M | Hold |
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|
2017
Q1 | $2.48M | Buy |
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|
2016
Q4 | $1.97M | Buy |
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|
2016
Q3 | $2.04M | Buy |
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|
2016
Q1 | $2.23M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.23M | Buy |
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