Progressive Investment Management’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 | $4M | Sell |
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|
2025
Q1 | $3.97M | Sell |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $3.93M | Sell |
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|
2024
Q1 | $7.02M | Sell |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $4.73M | Sell |
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|
2022
Q4 | $6.21M | Buy |
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|
2022
Q3 | $6.69M | Buy |
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|
2022
Q2 | $7.66M | Buy |
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|
2022
Q1 | $9.67M | Sell |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $9.71M | Buy |
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|
2020
Q4 | $9.97M | Buy |
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|
2020
Q3 | $11.1M | Buy |
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|
2020
Q2 | $8.21M | Buy |
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|
2020
Q1 | $3.31M | Buy |
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|
2019
Q4 | $3.62M | Buy |
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