AA
Alta Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Hold |
4,970
| – | – | 0.48% | 33 |
|
|
2025
Q1 | $1.33M | Buy |
4,970
+1,800
| +57% | +$483K | 0.57% | 30 |
|
|
2024
Q4 | $1.06M | Buy |
3,170
+470
| +17% | +$157K | 0.67% | 26 |
|
|
2024
Q3 | $739K | Hold |
2,700
| – | – | 0.34% | 30 |
|
|
2024
Q2 | $694K | Hold |
2,700
| – | – | 0.33% | 32 |
|
|
2024
Q1 | $813K | Hold |
2,700
| – | – | 0.4% | 26 |
|
|
2023
Q4 | $710K | Hold |
2,700
| – | – | 0.38% | 27 |
|
|
2023
Q3 | $548K | Hold |
2,700
| – | – | 0.32% | 32 |
|
|
2023
Q2 | $570K | Hold |
2,700
| – | – | 0.32% | 30 |
|
|
2023
Q1 | $539K | Hold |
2,700
| – | – | 0.32% | 32 |
|
|
2022
Q4 | $358K | Hold |
2,700
| – | – | 0.21% | 52 |
|
|
2022
Q3 | $388K | Buy |
+2,700
| New | +$388K | 0.24% | 44 |
|