AA
Addison Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,181
+115
| +6% | +$31.4K | 0.15% | 109 |
|
|
2025
Q1 | $554K | Buy |
2,066
+8
| +0.4% | +$2.15K | 0.15% | 98 |
|
|
2024
Q4 | $688K | Buy |
2,058
+6
| +0.3% | +$2.01K | 0.19% | 87 |
|
|
2024
Q3 | $562K | Buy |
2,052
+177
| +9% | +$48.4K | 0.16% | 102 |
|
|
2024
Q2 | $482K | Buy |
1,875
+34
| +2% | +$8.74K | 0.16% | 101 |
|
|
2024
Q1 | $554K | Buy |
1,841
+265
| +17% | +$79.8K | 0.19% | 88 |
|
|
2023
Q4 | $415K | Buy |
1,576
+41
| +3% | +$10.8K | 0.16% | 108 |
|
|
2023
Q3 | $311K | Buy |
1,535
+71
| +5% | +$14.4K | 0.14% | 114 |
|
|
2023
Q2 | $309K | Buy |
1,464
+14
| +1% | +$2.96K | 0.15% | 112 |
|
|
2023
Q1 | $290K | Buy |
1,450
+1,085
| +297% | +$217K | 0.16% | 106 |
|
|
2022
Q4 | $48.4K | Buy |
365
+135
| +59% | +$17.9K | 0.03% | 289 |
|
|
2022
Q3 | $33K | Sell |
230
-10
| -4% | -$1.44K | 0.02% | 298 |
|
|
2022
Q2 | $40K | Sell |
240
-352
| -59% | -$58.7K | 0.02% | 286 |
|
|
2022
Q1 | $126K | Buy |
592
+518
| +700% | +$110K | 0.07% | 187 |
|
|
2021
Q4 | $19K | Buy |
+74
| New | +$19K | 0.01% | 341 |
|