Stokes Family Office’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 | $461K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $684K | Sell |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $567K | Buy |
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