Stonebridge Financial Planning Group’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 | $359K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $389K | Sell |
|
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|
2024
Q2 | $375K | Sell |
|
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|
2024
Q1 | $473K | Hold |
|
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|
2023
Q4 | $413K | Sell |
|
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|
2023
Q3 | $334K | Buy |
|
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|
2023
Q2 | $318K | Sell |
|
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|
2023
Q1 | $353K | Sell |
|
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|
2022
Q4 | $304K | Sell |
|
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|
2022
Q3 | $368K | Sell |
|
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|
2022
Q2 | $431K | Sell |
|
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|
2022
Q1 | $635K | Sell |
|
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|
2021
Q4 | $678K | Hold |
|
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|
2021
Q3 | $924K | Hold |
|
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|
2021
Q2 | $741K | Sell |
|
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $746K | Buy |
|
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|
2020
Q3 | $815K | Buy |
|
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|
2020
Q2 | $605K | Sell |
|
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $551K | Buy |
|