Resonant Capital 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 | $2.59M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $973K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $211K | Buy |
|