Smith, Moore & 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
Q2 | $447K | Sell |
|
|||||
|
2025
Q1 | $512K | Buy |
|
|||||
|
2024
Q4 | $544K | Buy |
|
|||||
|
2024
Q3 | $402K | Sell |
|
|||||
|
2024
Q2 | $555K | Buy |
|
|||||
|
2024
Q1 | $569K | Sell |
|
|||||
|
2023
Q4 | $539K | Buy |
|
|||||
|
2023
Q3 | $322K | Sell |
|
|||||
|
2023
Q2 | $346K | Buy |
|
|||||
|
2023
Q1 | $299K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2021
Q4 | $289K | Buy |
|
|||||
|
2021
Q3 | $267K | Sell |
|
|||||
|
2021
Q2 | $264K | Sell |
|
|||||
|
2021
Q1 | $240K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $261K | Buy |
|