Prudent Man Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.18M | Buy |
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|
2025
Q4 | $1.11M | Sell |
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|
2025
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $981K | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $703K | Buy |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $778K | Sell |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $587K | Buy |
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|
2020
Q4 | $601K | Sell |
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|
2020
Q3 | $709K | Sell |
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|
2020
Q2 | $571K | Buy |
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