Prospera Financial Services’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 | $14.2M | Sell |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $11.7M | Buy |
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|
2023
Q4 | $7.81M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2023
Q2 | $7.8M | Sell |
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|
2023
Q1 | $7.41M | Buy |
|
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|
2022
Q4 | $4.88M | Sell |
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|
2022
Q3 | $5.85M | Buy |
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|
2022
Q2 | $6.69M | Buy |
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|
2022
Q1 | $7.36M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $6.44M | Sell |
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|
2021
Q2 | $7.23M | Sell |
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|
2021
Q1 | $7.38M | Buy |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $356K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $267K | Buy |
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