Winthrop Advisory 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 | $551K | Buy |
|
|||||
|
2025
Q2 | $558K | Buy |
|
|||||
|
2025
Q1 | $537K | Buy |
|
|||||
|
2024
Q4 | $652K | Buy |
|
|||||
|
2024
Q3 | $521K | Buy |
|
|||||
|
2024
Q2 | $488K | Sell |
|
|||||
|
2024
Q1 | $589K | Buy |
|
|||||
|
2023
Q4 | $501K | Buy |
|
|||||
|
2023
Q3 | $384K | Sell |
|
|||||
|
2023
Q2 | $439K | Buy |
|
|||||
|
2023
Q1 | $379K | Sell |
|
|||||
|
2022
Q4 | $301K | Sell |
|
|||||
|
2022
Q3 | $337K | Sell |
|
|||||
|
2022
Q2 | $387K | Buy |
|
|||||
|
2022
Q1 | $383K | Buy |
|
|||||
|
2021
Q4 | $366K | Buy |
|
|||||
|
2021
Q3 | $388K | Buy |
|
|||||
|
2021
Q2 | $345K | Hold |
|
|||||
|
2021
Q1 | $300K | Buy |
|
|||||
|
2020
Q4 | $281K | Buy |
|
|||||
|
2020
Q3 | $242K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $425K | Buy |
|
|||||
|
2018
Q4 | $350K | Buy |
|
|||||
|
2018
Q3 | $379K | Buy |
|