Viridian RIA’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$2.39M Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$1.71M Buy
2020
Q3
$1.78M Buy
2020
Q2
$1.32M Buy
2020
Q1
$990K Sell
2019
Q4
$1.14M Sell
2019
Q3
$1.06M Sell
2019
Q2
$1.03M Buy
2019
Q1
$1.12M Buy
2018
Q4
$911K Sell
2018
Q3
$1.15M Buy
2018
Q2
$907K Buy
2018
Q1
$739K Buy