AFAS
Acorn Financial Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
5,151
-176
| -3% | -$48K | 0.23% | 49 |
|
|
2025
Q1 | $1.43M | Sell |
5,327
-468
| -8% | -$126K | 0.26% | 48 |
|
|
2024
Q4 | $1.94M | Sell |
5,795
-198
| -3% | -$66.2K | 0.32% | 40 |
|
|
2024
Q3 | $1.64M | Sell |
5,993
-17
| -0.3% | -$4.65K | 0.29% | 40 |
|
|
2024
Q2 | $1.55M | Buy |
6,010
+4
| +0.1% | +$1.03K | 0.29% | 40 |
|
|
2024
Q1 | $1.81M | Sell |
6,006
-2,044
| -25% | -$616K | 0.34% | 35 |
|
|
2023
Q4 | $2.12M | Sell |
8,050
-1,895
| -19% | -$499K | 0.37% | 37 |
|
|
2023
Q3 | $2.02M | Sell |
9,945
-101
| -1% | -$20.5K | 0.36% | 38 |
|
|
2023
Q2 | $2.12M | Sell |
10,046
-257
| -2% | -$54.3K | 0.38% | 33 |
|
|
2023
Q1 | $2.06M | Buy |
10,303
+238
| +2% | +$47.5K | 0.4% | 30 |
|
|
2022
Q4 | $1.33M | Buy |
10,065
+979
| +11% | +$130K | 0.28% | 48 |
|
|
2022
Q3 | $1.31M | Buy |
9,086
+1,301
| +17% | +$187K | 0.31% | 48 |
|
|
2022
Q2 | $1.29M | Sell |
7,785
-173
| -2% | -$28.6K | 0.31% | 46 |
|
|
2022
Q1 | $1.69M | Buy |
7,958
+315
| +4% | +$66.9K | 0.34% | 46 |
|
|
2021
Q4 | $1.94M | Sell |
7,643
-1
| -0% | -$254 | 0.39% | 39 |
|
|
2021
Q3 | $2.07M | Sell |
7,644
-307
| -4% | -$83.3K | 0.64% | 33 |
|
|
2021
Q2 | $1.94M | Buy |
7,951
+550
| +7% | +$134K | 0.57% | 42 |
|
|
2021
Q1 | $1.57M | Buy |
7,401
+1,331
| +22% | +$282K | 0.57% | 46 |
|
|
2020
Q4 | $1.35M | Buy |
6,070
+315
| +5% | +$70.1K | 0.53% | 50 |
|
|
2020
Q3 | $1.45M | Sell |
5,755
-520
| -8% | -$131K | 0.76% | 27 |
|
|
2020
Q2 | $1.18M | Sell |
6,275
-2
| -0% | -$375 | 0.82% | 27 |
|
|
2020
Q1 | $904K | Buy |
6,277
+64
| +1% | +$9.22K | 0.89% | 32 |
|
|
2019
Q4 | $1.01M | Buy |
+6,213
| New | +$1.01M | 0.85% | 36 |
|