AG
Ascent Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
14,662
-1,377
| -9% | -$376K | 0.16% | 136 |
|
|
2025
Q1 | $4.3M | Sell |
16,039
-148
| -0.9% | -$39.7K | 0.18% | 121 |
|
|
2024
Q4 | $5.41M | Buy |
16,187
+185
| +1% | +$61.9K | 0.41% | 53 |
|
|
2024
Q3 | $4.38M | Sell |
16,002
-3,554
| -18% | -$973K | 0.33% | 72 |
|
|
2024
Q2 | $5.03M | Buy |
19,556
+2,581
| +15% | +$664K | 0.41% | 56 |
|
|
2024
Q1 | $5.11M | Buy |
16,975
+7,547
| +80% | +$2.27M | 0.45% | 50 |
|
|
2023
Q4 | $2.71M | Buy |
9,428
+1,036
| +12% | +$298K | 0.26% | 101 |
|
|
2023
Q3 | $1.76M | Buy |
8,392
+4,027
| +92% | +$846K | 0.19% | 156 |
|
|
2023
Q2 | $924K | Sell |
4,365
-325
| -7% | -$68.8K | 0.1% | 245 |
|
|
2023
Q1 | $937K | Buy |
4,690
+561
| +14% | +$112K | 0.1% | 241 |
|
|
2022
Q4 | $547K | Sell |
4,129
-611
| -13% | -$81K | 0.06% | 291 |
|
|
2022
Q3 | $771K | Buy |
4,740
+75
| +2% | +$12.2K | 0.09% | 239 |
|
|
2022
Q2 | $858K | Buy |
4,665
+677
| +17% | +$125K | 0.1% | 225 |
|
|
2022
Q1 | $847K | Buy |
3,988
+478
| +14% | +$102K | 0.1% | 237 |
|
|
2021
Q4 | $767K | Buy |
+3,510
| New | +$767K | 0.1% | 236 |
|