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PrairieView Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 267 |
|
|
2025
Q1 | $13K | Hold |
50
| – | – | ﹤0.01% | 265 |
|
|
2024
Q4 | $16K | Hold |
50
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $13K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2024
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $16K | Hold |
50
| – | – | ﹤0.01% | 255 |
|
|
2023
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $14K | Sell |
50
-25
| -33% | -$7K | ﹤0.01% | 250 |
|
|
2021
Q2 | $18K | Hold |
75
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $16K | Hold |
75
| – | – | ﹤0.01% | 236 |
|
|
2020
Q4 | $17K | Hold |
75
| – | – | ﹤0.01% | 216 |
|
|
2020
Q3 | $19K | Sell |
75
-25
| -25% | -$6.33K | ﹤0.01% | 199 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 194 |
|
|
2020
Q1 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 199 |
|