Stiles Financial Services’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 | $687K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $768K | Sell |
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|
2021
Q4 | $920K | Buy |
|