Zhang 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
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $324K | Buy |
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