Stephens Consulting’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 | $948 | Sell |
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|
2025
Q2 | $4.36K | Buy |
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|
2025
Q1 | $2.68K | Sell |
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|
2024
Q4 | $38.4K | Hold |
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|
2024
Q3 | $31.5K | Sell |
|
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|
2024
Q2 | $33.2K | Buy |
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|
2024
Q1 | $1.21K | Hold |
|
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|
2023
Q4 | $1.05K | Hold |
|
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|
2023
Q3 | $812 | Hold |
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|
2023
Q2 | $846 | Hold |
|
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|
2023
Q1 | $800 | Hold |
|
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|
2022
Q4 | $530 | Hold |
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|
2022
Q3 | $575 | Hold |
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|
2022
Q2 | $660 | Hold |
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|
2022
Q1 | $849 | Sell |
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|
2021
Q4 | $13K | Buy |
|