AO
Advisor OS’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
2,689
+27
| +1% | +$7.36K | 0.07% | 194 |
|
|
2025
Q1 | $714K | Buy |
2,662
+396
| +17% | +$106K | 0.08% | 172 |
|
|
2024
Q4 | $758K | Buy |
2,266
+734
| +48% | +$245K | 0.09% | 155 |
|
|
2024
Q3 | $419K | Sell |
1,532
-101
| -6% | -$27.7K | 0.04% | 271 |
|
|
2024
Q2 | $420K | Sell |
1,633
-139
| -8% | -$35.7K | 0.05% | 255 |
|
|
2024
Q1 | $534K | Buy |
1,772
+423
| +31% | +$127K | 0.06% | 227 |
|
|
2023
Q4 | $355K | Buy |
1,349
+328
| +32% | +$86.3K | 0.05% | 236 |
|
|
2023
Q3 | $207K | Buy |
+1,021
| New | +$207K | 0.03% | 275 |
|