Sigma Investment Counselors’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 | $245K | Sell |
|
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|
2025
Q2 | $310K | Buy |
|
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|
2025
Q1 | $287K | Sell |
|
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|
2024
Q4 | $380K | Buy |
|
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|
2024
Q3 | $310K | Hold |
|
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|
2024
Q2 | $291K | Buy |
|
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|
2024
Q1 | $333K | Buy |
|
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|
2023
Q4 | $288K | Sell |
|
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $211K | Sell |
|
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|
2023
Q1 | $207K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $219K | Buy |
|