1IA
1834 Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
3,122
+7
| +0.2% | +$1.91K | 0.11% | 124 |
|
|
2025
Q1 | $836K | Buy |
3,115
+315
| +11% | +$84.5K | 0.11% | 124 |
|
|
2024
Q4 | $936K | Sell |
2,800
-225
| -7% | -$75.2K | 0.12% | 116 |
|
|
2024
Q3 | $828K | Sell |
3,025
-274
| -8% | -$75K | 0.1% | 134 |
|
|
2024
Q2 | $848K | Buy |
3,299
+1,333
| +68% | +$343K | 0.1% | 128 |
|
|
2024
Q1 | $592K | Buy |
1,966
+101
| +5% | +$30.4K | 0.07% | 156 |
|
|
2023
Q4 | $491K | Sell |
1,865
-2,210
| -54% | -$582K | 0.06% | 171 |
|
|
2023
Q3 | $826K | Buy |
4,075
+440
| +12% | +$89.2K | 0.1% | 130 |
|
|
2023
Q2 | $768K | Buy |
3,635
+963
| +36% | +$203K | 0.09% | 144 |
|
|
2023
Q1 | $534K | Sell |
2,672
-2,562
| -49% | -$512K | 0.06% | 174 |
|
|
2022
Q4 | $694K | Sell |
5,234
-1,626
| -24% | -$216K | 0.1% | 113 |
|
|
2022
Q3 | $987K | Sell |
6,860
-2,455
| -26% | -$353K | 0.15% | 92 |
|
|
2022
Q2 | $1.54M | Sell |
9,315
-4,132
| -31% | -$682K | 0.22% | 78 |
|
|
2022
Q1 | $2.86M | Sell |
13,447
-257
| -2% | -$54.6K | 0.35% | 61 |
|
|
2021
Q4 | $3.48M | Sell |
13,704
-516
| -4% | -$131K | 0.39% | 62 |
|
|
2021
Q3 | $3.86M | Buy |
14,220
+21
| +0.1% | +$5.7K | 0.47% | 60 |
|
|
2021
Q2 | $3.47M | Buy |
14,199
+2,266
| +19% | +$553K | 0.42% | 62 |
|
|
2021
Q1 | $2.53M | Buy |
11,933
+11,516
| +2,762% | +$2.44M | 0.33% | 69 |
|
|
2020
Q4 | $93K | Buy |
417
+50
| +14% | +$11.2K | 0.01% | 234 |
|
|
2020
Q3 | $92K | Sell |
367
-283
| -44% | -$70.9K | 0.01% | 229 |
|
|
2020
Q2 | $122K | Hold |
650
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $94K | Sell |
650
-300
| -32% | -$43.4K | 0.02% | 224 |
|
|
2019
Q4 | $155K | Hold |
950
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $141K | Hold |
950
| – | – | 0.02% | 219 |
|
|
2019
Q2 | $144K | Sell |
950
-500
| -34% | -$75.8K | 0.02% | 213 |
|
|
2019
Q1 | $230K | Hold |
1,450
| – | – | 0.04% | 181 |
|
|
2018
Q4 | $199K | Buy |
+1,450
| New | +$199K | 0.03% | 175 |
|