Probity 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 | $973K | Buy |
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|
2025
Q1 | $897K | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $845K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $611K | Buy |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $216K | Buy |
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