Pictet North America 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
Q2 | $2.41M | Sell |
|
|||||
|
2025
Q1 | $2.76M | Buy |
|
|||||
|
2024
Q4 | $3.33M | Buy |
|
|||||
|
2024
Q3 | $2.67M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $209K | Buy |
|
|||||
|
2021
Q4 | $237K | Hold |
|
|||||
|
2021
Q3 | $253K | Hold |
|
|||||
|
2021
Q2 | $227K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $13.8M | Buy |
|
|||||
|
2019
Q1 | $14.3M | Sell |
|
|||||
|
2018
Q4 | $13.2M | Sell |
|
|||||
|
2018
Q3 | $15.6M | Buy |
|
|||||
|
2018
Q2 | $13M | Sell |
|
|||||
|
2018
Q1 | $11.6M | Buy |
|