Quattro Financial 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 | $6.82M | Sell |
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|
2025
Q1 | $9.39M | Sell |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $18.8M | Sell |
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|
2024
Q2 | $19.3M | Buy |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $7.2M | Buy |
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|
2023
Q2 | $4.4M | Buy |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $1.97M | Sell |
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|
2022
Q3 | $3.16M | Hold |
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|
2022
Q2 | $3.63M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $916K | Buy |
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|
2021
Q2 | $720K | Buy |
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