Trust Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $608K | Hold |
|
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|
2022
Q1 | $782K | Buy |
|
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|
2021
Q4 | $914K | Sell |
|
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $837K | Buy |
|
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|
2021
Q1 | $693K | Sell |
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|
2020
Q4 | $737K | Sell |
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|
2020
Q3 | $863K | Sell |
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|
2020
Q2 | $650K | Buy |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $419K | Buy |
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