Stone House Investment Management’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 | $64.6K | Sell |
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|
2025
Q2 | $77.7K | Sell |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $99K | Sell |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $4.74K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $8.45K | Hold |
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|
2023
Q1 | $7.99K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8K | Buy |
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