Relyea Zuckerberg Hanson’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $537K | Sell |
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|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $781K | Buy |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $205K | Buy |
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