Secure Asset Management’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 | $3.91M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.46M | Buy |
|
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|
2024
Q3 | $1.91M | Buy |
|
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.25M | Sell |
|
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|
2023
Q4 | $1.45M | Sell |
|
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|
2023
Q3 | $1.13M | Buy |
|
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|
2023
Q2 | $1.14M | Buy |
|
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|
2023
Q1 | $1.07M | Sell |
|
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|
2022
Q4 | $934K | Buy |
|
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $402K | Buy |
|
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|
2022
Q1 | $431K | Buy |
|
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|
2021
Q4 | $326K | Sell |
|
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $211K | Buy |
|