Petredis Investment 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
Q3 | $4.74M | Sell |
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|
2025
Q2 | $5.49M | Buy |
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|
2025
Q1 | $5.34M | Buy |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $5.48M | Sell |
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|
2024
Q2 | $5.16M | Sell |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $5.21M | Sell |
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|
2023
Q3 | $4.14M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.09M | Sell |
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|
2022
Q4 | $2.78M | Buy |
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