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Albion Financial Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Buy
44,450
+20,145
+83% +$5.49M 0.79% 39
2025
Q1
$6.52M Buy
24,305
+18,352
+308% +$4.92M 0.46% 54
2024
Q4
$1.99M Sell
5,953
-1,866
-24% -$624K 0.14% 85
2024
Q3
$2.14M Sell
7,819
-31
-0.4% -$8.49K 0.15% 78
2024
Q2
$2.02M Sell
7,850
-41
-0.5% -$10.5K 0.15% 77
2024
Q1
$2.38M Buy
7,891
+641
+9% +$193K 0.18% 74
2023
Q4
$1.91M Sell
7,250
-23
-0.3% -$6.05K 0.16% 75
2023
Q3
$1.47M Buy
7,273
+1,540
+27% +$312K 0.14% 83
2023
Q2
$1.21M Sell
5,733
-1,114
-16% -$235K 0.11% 97
2023
Q1
$1.37M Buy
6,847
+787
+13% +$157K 0.13% 92
2022
Q4
$803K Sell
6,060
-492
-8% -$65.2K 0.08% 112
2022
Q3
$942K Buy
6,552
+237
+4% +$34.1K 0.1% 105
2022
Q2
$1.04M Sell
6,315
-170
-3% -$28.1K 0.1% 102
2022
Q1
$1.38M Buy
6,485
+16
+0.2% +$3.4K 0.12% 99
2021
Q4
$1.64M Buy
6,469
+79
+1% +$20.1K 0.13% 95
2021
Q3
$1.73M Buy
6,390
+232
+4% +$62.9K 0.15% 92
2021
Q2
$1.5M Buy
+6,158
New +$1.5M 0.13% 100
2020
Q4
$1.02M Buy
4,565
+1,634
+56% +$364K 0.1% 107
2020
Q3
$737K Buy
2,931
+410
+16% +$103K 0.08% 129
2020
Q2
$472K Buy
2,521
+875
+53% +$164K 0.06% 148
2020
Q1
$237K Buy
+1,646
New +$237K 0.03% 167