Semmax Financial 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 | $1.79M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $36K | Buy |
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