Simon Quick 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
Q3 | $261K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $147K | Sell |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $187K | Buy |
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|
2019
Q4 | $54K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $25.8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $67K | Buy |
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