V2 Financial 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
Q3 | $400K | Hold |
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|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $901K | Hold |
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|
2023
Q4 | $787K | Hold |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $855K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $975K | Buy |
|