Sound Income Strategies’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 | $231K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $191K | Sell |
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|
2024
Q3 | $175K | Buy |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $87.6K | Sell |
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|
2023
Q2 | $93.8K | Buy |
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|
2023
Q1 | $82.7K | Sell |
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|
2022
Q4 | $61.5K | Buy |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $65K | Sell |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $62K | Sell |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | $168K | Buy |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q2 | $7K | Buy |
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