Tennessee Valley Asset Management Partners’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 | $503K | Buy |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $602K | Buy |
|
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $549K | Sell |
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|
2023
Q4 | $936K | Buy |
|
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $404K | Buy |
|