Signature Estate & 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
Q2 | $74.8M | Buy |
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|
2025
Q1 | $69.2M | Buy |
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|
2024
Q4 | $68.7M | Sell |
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|
2024
Q3 | $60.4M | Buy |
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|
2024
Q2 | $48.8M | Buy |
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|
2024
Q1 | $53.6M | Sell |
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|
2023
Q4 | $51.1M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $167K | Sell |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $334K | Sell |
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|
2015
Q4 | $12M | Buy |
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|
2015
Q3 | $9.9M | Buy |
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