Sittner & Nelson’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 | $223K | Buy |
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|
2025
Q1 | $192K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $217K | Hold |
|
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|
2024
Q2 | $204K | Sell |
|
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|
2024
Q1 | $249K | Buy |
|
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|
2023
Q4 | $192K | Sell |
|
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|
2023
Q3 | $208K | Hold |
|
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $198K | Buy |
|
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|
2022
Q4 | $127K | Sell |
|
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|
2022
Q3 | $149K | Buy |
|
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $93K | Buy |
|
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|
2021
Q4 | $71K | Buy |
|
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|
2021
Q3 | $62K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $49K | Buy |
|