ACA
Affinity Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
2,762
+1,926
| +230% | +$525K | 0.13% | 80 |
|
|
2025
Q1 | $213K | Buy |
836
+197
| +31% | +$50.2K | 0.04% | 148 |
|
|
2024
Q4 | $208K | Buy |
+639
| New | +$208K | 0.04% | 146 |
|
|
2024
Q2 | – | Sell |
-721
| Closed | -$217K | – | 149 |
|
|
2024
Q1 | $217K | Sell |
721
-91
| -11% | -$27.4K | 0.05% | 141 |
|
|
2023
Q4 | $214K | Buy |
+812
| New | +$214K | 0.05% | 131 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$211K | – | 132 |
|
|
2023
Q2 | $211K | Buy |
+1,000
| New | +$211K | 0.06% | 126 |
|
|
2023
Q1 | – | Sell |
-1,578
| Closed | -$209K | – | 127 |
|
|
2022
Q4 | $209K | Buy |
1,578
+153
| +11% | +$20.3K | 0.07% | 105 |
|
|
2022
Q3 | $205K | Buy |
1,425
+8
| +0.6% | +$1.15K | 0.07% | 101 |
|
|
2022
Q2 | $234K | Sell |
1,417
-65
| -4% | -$10.7K | 0.08% | 94 |
|
|
2022
Q1 | $315K | Buy |
1,482
+624
| +73% | +$133K | 0.1% | 88 |
|
|
2021
Q4 | $218K | Buy |
858
+120
| +16% | +$30.5K | 0.07% | 117 |
|
|
2021
Q3 | $200K | Buy |
+738
| New | +$200K | 0.07% | 118 |
|