Valley Brook Capital 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
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $759K | Buy |
|
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $189K | Buy |
|