Personal CFO Solutions’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 | $1.14M | Buy |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.91M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $961K | Buy |
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|
2019
Q4 | $685K | Buy |
|