Sovereign Financial 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
Q3 | $217K | Sell |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $406K | Sell |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $289K | Hold |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $255K | Buy |
|