Summit Financial’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 | $4.51M | Sell |
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|
2025
Q1 | $8.55M | Buy |
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|
2024
Q4 | $6.26M | Sell |
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|
2024
Q3 | $5.27M | Buy |
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|
2024
Q2 | $4.91M | Buy |
|
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.45M | Buy |
|
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $3.36M | Buy |
|
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|
2023
Q1 | $3.1M | Sell |
|
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.73M | Buy |
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|
2022
Q1 | $3.07M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $397K | Buy |
|