Sterling Investment Counsel’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 | $1.06M | Buy |
|
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|
2025
Q2 | $365K | Sell |
|
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|
2025
Q1 | $1.16M | Buy |
|
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|
2024
Q4 | $382K | Sell |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $958K | Buy |
|
|||||
|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $892K | Buy |
|
|||||
|
2023
Q3 | $604K | Sell |
|
|||||
|
2023
Q2 | $635K | Buy |
|
|||||
|
2023
Q1 | $585K | Sell |
|
|||||
|
2022
Q4 | $406K | Sell |
|
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|
2022
Q3 | $496K | Buy |
|
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|
2022
Q2 | $494K | Buy |
|
|||||
|
2022
Q1 | $496K | Buy |
|
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|
2021
Q4 | $271K | Buy |
|