Schechter Investment 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
Q1 | $2M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $4.01M | Sell |
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|
2024
Q1 | $5.02M | Buy |
|
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $2.98M | Buy |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $3.18M | Buy |
|