Slocum, Gordon & Co’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$50.1K Hold
2024
Q3
$41.1K Hold
2024
Q2
$38.6K Hold
2024
Q1
$45.2K Sell
2023
Q4
$57.4K Buy
2023
Q3
$30.4K Hold
2023
Q2
$31.7K Hold
2023
Q1
$30K Hold
2022
Q4
$19.9K Buy