Stamos Capital Partners’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 | $3.87M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $3.02M | Hold |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $851K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $679K | Hold |
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|
2020
Q2 | $506K | Sell |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $1.51M | Buy |
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