Somerset Group’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 | $260K | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $205K | Buy |
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|
2019
Q2 | $206K | Hold |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.43M | Sell |
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|
2013
Q2 | $1.38M | Buy |
|