Retirement Income Solutions’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 | $347K | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $325K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $334K | Hold |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
|