Steph & 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
Q3 | $42.2K | Buy |
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|
2025
Q2 | $22.9K | Hold |
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|
2025
Q1 | $22.5K | Buy |
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|
2024
Q4 | $21.1K | Sell |
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|
2024
Q3 | $30.4K | Buy |
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|
2024
Q2 | $23.9K | Sell |
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|
2024
Q1 | $45.2K | Buy |
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|
2023
Q4 | $17.4K | Hold |
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|
2023
Q3 | $13.4K | Hold |
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|
2023
Q2 | $13.9K | Hold |
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|
2023
Q1 | $13.2K | Sell |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Sell |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $21K | Buy |
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