XML Financial’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 | $781K | Buy |
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|
2025
Q2 | $852K | Sell |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $906K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $675K | Buy |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $467K | Buy |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $401K | Buy |
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