AC
AlphaCore Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
7,287
+1,035
| +17% | +$283K | 0.08% | 182 |
|
|
2025
Q1 | $1.68M | Buy |
6,252
+2,314
| +59% | +$621K | 0.14% | 132 |
|
|
2024
Q4 | $1.32M | Sell |
3,938
-2,459
| -38% | -$823K | 0.28% | 64 |
|
|
2024
Q3 | $1.75M | Buy |
6,397
+864
| +16% | +$237K | 0.4% | 48 |
|
|
2024
Q2 | $1.42M | Buy |
5,533
+1,257
| +29% | +$323K | 0.34% | 51 |
|
|
2024
Q1 | $1.29M | Buy |
4,276
+389
| +10% | +$117K | 0.34% | 56 |
|
|
2023
Q4 | $1.02M | Buy |
3,887
+37
| +1% | +$9.74K | 0.15% | 99 |
|
|
2023
Q3 | $781K | Buy |
3,850
+828
| +27% | +$168K | 0.12% | 116 |
|
|
2023
Q2 | $638K | Buy |
3,022
+145
| +5% | +$30.6K | 0.1% | 126 |
|
|
2023
Q1 | $575K | Buy |
2,877
+506
| +21% | +$101K | 0.15% | 80 |
|
|
2022
Q4 | $314K | Buy |
2,371
+8
| +0.3% | +$1.06K | 0.12% | 57 |
|
|
2022
Q3 | $340K | Buy |
2,363
+995
| +73% | +$143K | 0.15% | 50 |
|
|
2022
Q2 | $226K | Buy |
1,368
+65
| +5% | +$10.7K | 0.1% | 62 |
|
|
2022
Q1 | $277K | Buy |
+1,303
| New | +$277K | 0.11% | 57 |
|
|
2020
Q2 | – | Sell |
-194
| Closed | -$28K | – | 121 |
|
|
2020
Q1 | $28K | Buy |
+194
| New | +$28K | 0.02% | 138 |
|