Sargent Investment Group’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 | $976K | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $971K | Buy |
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|
2023
Q1 | $896K | Buy |
|
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|
2022
Q4 | $599K | Hold |
|
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|
2022
Q3 | $702K | Hold |
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|
2022
Q2 | $745K | Hold |
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|
2022
Q1 | $959K | Hold |
|
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.05M | Hold |
|
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|
2021
Q1 | $911K | Hold |
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|
2020
Q4 | $957K | Hold |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $902K | Hold |
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|
2020
Q1 | $677K | Hold |
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|
2019
Q4 | $764K | Hold |
|
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|
2019
Q3 | $698K | Sell |
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|
2019
Q2 | $759K | Hold |
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|
2019
Q1 | $792K | Hold |
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|
2018
Q4 | $685K | Buy |
|