AA
Apriem Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
2,085
+1,060
| +103% | +$289K | 0.06% | 110 |
|
|
2025
Q1 | $275K | Buy |
1,025
+131
| +15% | +$35.2K | 0.03% | 149 |
|
|
2024
Q4 | $299K | Buy |
+894
| New | +$299K | 0.03% | 147 |
|
|
2024
Q3 | – | Sell |
-897
| Closed | -$231K | – | 177 |
|
|
2024
Q2 | $231K | Buy |
897
+92
| +11% | +$23.7K | 0.03% | 157 |
|
|
2024
Q1 | $242K | Sell |
805
-100
| -11% | -$30.1K | 0.03% | 150 |
|
|
2023
Q4 | $238K | Buy |
+905
| New | +$238K | 0.03% | 132 |
|
|
2023
Q3 | – | Sell |
-955
| Closed | -$202K | – | 143 |
|
|
2023
Q2 | $202K | Sell |
955
-200
| -17% | -$42.3K | 0.03% | 135 |
|
|
2023
Q1 | $231K | Buy |
+1,155
| New | +$231K | 0.04% | 133 |
|
|
2022
Q4 | – | Sell |
-1,605
| Closed | -$231K | – | 146 |
|
|
2022
Q3 | $231K | Sell |
1,605
-75
| -4% | -$10.8K | 0.04% | 122 |
|
|
2022
Q2 | $277K | Buy |
1,680
+230
| +16% | +$37.9K | 0.05% | 114 |
|
|
2022
Q1 | $308K | Buy |
1,450
+350
| +32% | +$74.3K | 0.05% | 117 |
|
|
2021
Q4 | $280K | Hold |
1,100
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $298K | Buy |
1,100
+250
| +29% | +$67.7K | 0.04% | 117 |
|
|
2021
Q2 | $208K | Buy |
+850
| New | +$208K | 0.03% | 148 |
|
|
2018
Q3 | – | Sell |
-425
| Closed | -$58K | – | 186 |
|
|
2018
Q2 | $58K | Buy |
+425
| New | +$58K | 0.01% | 236 |
|
|
2017
Q4 | – | Sell |
-2,225
| Closed | -$208K | – | 136 |
|
|
2017
Q3 | $208K | Sell |
2,225
-625
| -22% | -$58.4K | 0.05% | 126 |
|
|
2017
Q2 | $247K | Sell |
2,850
-500
| -15% | -$43.3K | 0.07% | 112 |
|
|
2017
Q1 | $276K | Hold |
3,350
| – | – | 0.08% | 104 |
|
|
2016
Q4 | $229K | Buy |
3,350
+800
| +31% | +$54.7K | 0.07% | 113 |
|
|
2016
Q3 | $182K | Sell |
2,550
-1,800
| -41% | -$128K | 0.05% | 120 |
|
|
2016
Q2 | $345K | Buy |
4,350
+2,000
| +85% | +$159K | 0.11% | 79 |
|
|
2016
Q1 | $174K | Sell |
2,350
-500
| -18% | -$37K | 0.07% | 101 |
|
|
2015
Q4 | $223K | Buy |
2,850
+200
| +8% | +$15.6K | 0.08% | 88 |
|
|
2015
Q3 | $184K | Buy |
2,650
+950
| +56% | +$66K | 0.07% | 96 |
|
|
2015
Q2 | $118K | Buy |
1,700
+100
| +6% | +$6.94K | 0.04% | 132 |
|
|
2015
Q1 | $107K | Hold |
1,600
| – | – | 0.04% | 140 |
|
|
2014
Q4 | $95K | Hold |
1,600
| – | – | 0.04% | 137 |
|
|
2014
Q3 | $92K | Buy |
1,600
+600
| +60% | +$34.5K | 0.04% | 145 |
|
|
2014
Q2 | $58K | Buy |
1,000
+200
| +25% | +$11.6K | 0.02% | 186 |
|
|
2014
Q1 | $46K | Hold |
800
| – | – | 0.02% | 223 |
|
|
2013
Q4 | $44K | Buy |
+800
| New | +$44K | 0.02% | 217 |
|