Phoenix Financial’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 | $14.6M | Buy |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $7.31M | Buy |
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|
2024
Q2 | $6.04M | Sell |
|
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $6.32M | Buy |
|
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $1.47M | Sell |
|
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|
2022
Q4 | $34.3M | Sell |
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|
2022
Q3 | $64.7M | Sell |
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|
2022
Q2 | $83.2M | Sell |
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|
2022
Q1 | $108M | Buy |
|
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|
2021
Q4 | $102M | Buy |
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|
2021
Q3 | $93.7M | Buy |
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|
2021
Q2 | $64.2M | Buy |
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|
2021
Q1 | $55.5M | Buy |
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|
2020
Q4 | $43.9M | Buy |
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|
2020
Q3 | $40M | Buy |
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|
2020
Q2 | $6.12M | Buy |
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|
2020
Q1 | $2.82M | Buy |
|