PSI 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 | $225K | Sell |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $923K | Buy |
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|
2023
Q2 | $936K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Buy |
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