Astoria Portfolio Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,116
+31
| +3% | +$8.3K | 0.08% | 188 |
|
|
2025
Q1 | $272K | Sell |
1,085
-102
| -9% | -$25.5K | 0.09% | 176 |
|
|
2024
Q4 | $384K | Sell |
1,187
-77
| -6% | -$24.9K | 0.14% | 131 |
|
|
2024
Q3 | $364K | Buy |
1,264
+148
| +13% | +$42.7K | 0.12% | 128 |
|
|
2024
Q2 | $287K | Buy |
1,116
+111
| +11% | +$28.5K | 0.1% | 137 |
|
|
2024
Q1 | $274K | Buy |
+1,005
| New | +$274K | 0.11% | 134 |
|