Prentiss Smith & Co’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 | $6.47M | Buy |
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|
2025
Q1 | $4.4M | Sell |
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|
2024
Q4 | $5.5M | Sell |
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|
2024
Q3 | $4.55M | Sell |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.52M | Sell |
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|
2023
Q3 | $3.61M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $4.28M | Sell |
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|
2022
Q2 | $4.93M | Sell |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $7.23M | Sell |
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|
2021
Q3 | $7.79M | Buy |
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|
2021
Q2 | $7M | Sell |
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|
2021
Q1 | $6.25M | Buy |
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|
2020
Q4 | $6.43M | Buy |
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|
2020
Q3 | $6.2M | Sell |
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|
2020
Q2 | $4.71M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $5K | Buy |
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