ACI
Alpha Cubed Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
2,886
-131
| -4% | -$35.7K | 0.03% | 135 |
|
|
2025
Q1 | $810K | Sell |
3,017
-138
| -4% | -$37K | 0.04% | 134 |
|
|
2024
Q4 | $1.05M | Buy |
3,155
+16
| +0.5% | +$5.35K | 0.05% | 110 |
|
|
2024
Q3 | $859K | Sell |
3,139
-177
| -5% | -$48.5K | 0.04% | 113 |
|
|
2024
Q2 | $853K | Sell |
3,316
-24
| -0.7% | -$6.17K | 0.04% | 119 |
|
|
2024
Q1 | $1.01M | Buy |
3,340
+639
| +24% | +$192K | 0.05% | 110 |
|
|
2023
Q4 | $711K | Sell |
2,701
-458
| -14% | -$121K | 0.04% | 136 |
|
|
2023
Q3 | $641K | Buy |
3,159
+523
| +20% | +$106K | 0.04% | 122 |
|
|
2023
Q2 | $557K | Buy |
2,636
+68
| +3% | +$14.4K | 0.04% | 137 |
|
|
2023
Q1 | $513K | Sell |
2,568
-583
| -19% | -$116K | 0.04% | 143 |
|
|
2022
Q4 | $418K | Sell |
3,151
-1,409
| -31% | -$187K | 0.03% | 182 |
|
|
2022
Q3 | $656K | Sell |
4,560
-8,185
| -64% | -$1.18M | 0.05% | 128 |
|
|
2022
Q2 | $2.1M | Buy |
12,745
+7,677
| +151% | +$1.27M | 0.15% | 89 |
|
|
2022
Q1 | $1.08M | Sell |
5,068
-27,030
| -84% | -$5.74M | 0.07% | 129 |
|
|
2021
Q4 | $8.16M | Sell |
32,098
-7,515
| -19% | -$1.91M | 0.53% | 55 |
|
|
2021
Q3 | $10.7M | Buy |
39,613
+7,768
| +24% | +$2.11M | 0.81% | 41 |
|
|
2021
Q2 | $7.78M | Sell |
31,845
-269
| -0.8% | -$65.7K | 0.56% | 57 |
|
|
2021
Q1 | $6.8M | Buy |
32,114
+10,523
| +49% | +$2.23M | 0.53% | 57 |
|
|
2020
Q4 | $4.81M | Buy |
21,591
+10,436
| +94% | +$2.32M | 0.41% | 63 |
|
|
2020
Q3 | $2.8M | Buy |
11,155
+8,354
| +298% | +$2.1M | 0.27% | 66 |
|
|
2020
Q2 | $525K | Buy |
2,801
+345
| +14% | +$64.7K | 0.06% | 124 |
|
|
2020
Q1 | $354K | Sell |
2,456
-482
| -16% | -$69.5K | 0.04% | 147 |
|
|
2019
Q4 | $478K | Sell |
2,938
-97
| -3% | -$15.8K | 0.05% | 146 |
|
|
2019
Q3 | $451K | Buy |
3,035
+373
| +14% | +$55.4K | 0.05% | 143 |
|
|
2019
Q2 | $404K | Buy |
2,662
+90
| +3% | +$13.7K | 0.05% | 151 |
|
|
2019
Q1 | $407K | Buy |
2,572
+108
| +4% | +$17.1K | 0.05% | 144 |
|
|
2018
Q4 | $337K | Sell |
2,464
-50
| -2% | -$6.84K | 0.05% | 142 |
|
|
2018
Q3 | $353K | Buy |
2,514
+257
| +11% | +$36.1K | 0.04% | 206 |
|
|
2018
Q2 | $308K | Sell |
2,257
-50
| -2% | -$6.82K | 0.04% | 165 |
|
|
2018
Q1 | $268K | Sell |
2,307
-339
| -13% | -$39.4K | 0.04% | 183 |
|
|
2017
Q4 | $271K | Sell |
2,646
-3,488
| -57% | -$357K | 0.04% | 191 |
|
|
2017
Q3 | $573K | Buy |
6,134
+1,231
| +25% | +$115K | 0.09% | 120 |
|
|
2017
Q2 | $425K | Buy |
+4,903
| New | +$425K | 0.07% | 129 |
|