AA
Aire Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-975
| Closed | -$326K | – | 158 |
|
|
2024
Q4 | $326K | Buy |
975
+57
| +6% | +$19.1K | 0.07% | 127 |
|
|
2024
Q3 | $251K | Sell |
918
-25
| -3% | -$6.85K | 0.06% | 131 |
|
|
2024
Q2 | $242K | Buy |
943
+49
| +5% | +$12.6K | 0.06% | 137 |
|
|
2024
Q1 | $270K | Buy |
894
+8
| +0.9% | +$2.41K | 0.06% | 125 |
|
|
2023
Q4 | $234K | Buy |
+886
| New | +$234K | 0.06% | 127 |
|
|
2022
Q3 | – | Sell |
-1,952
| Closed | -$322K | – | 145 |
|
|
2022
Q2 | $322K | Sell |
1,952
-229
| -10% | -$37.8K | 0.11% | 102 |
|
|
2022
Q1 | $463K | Buy |
2,181
+458
| +27% | +$97.2K | 0.17% | 80 |
|
|
2021
Q4 | $439K | Buy |
+1,723
| New | +$439K | 0.19% | 65 |
|