Talbot 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
Q3 | $21.2M | Buy |
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|
2025
Q2 | $21.5M | Buy |
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|
2025
Q1 | $16.4M | Sell |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $17.5M | Buy |
|
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $17.9M | Sell |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $7.03M | Buy |
|