ACA
Atlas Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
850
+455
| +115% | +$124K | 0.03% | 376 |
|
|
2025
Q1 | $106K | Hold |
395
| – | – | 0.01% | 536 |
|
|
2024
Q4 | $132K | Hold |
395
| – | – | 0.02% | 466 |
|
|
2024
Q3 | $108K | Hold |
395
| – | – | 0.02% | 481 |
|
|
2024
Q2 | $102K | Hold |
395
| – | – | 0.01% | 497 |
|
|
2024
Q1 | $119K | Hold |
395
| – | – | 0.02% | 449 |
|
|
2023
Q4 | $104K | Hold |
395
| – | – | 0.02% | 500 |
|
|
2023
Q3 | $80.1K | Hold |
395
| – | – | 0.01% | 483 |
|
|
2023
Q2 | $83.4K | Sell |
395
-151
| -28% | -$31.9K | 0.01% | 501 |
|
|
2023
Q1 | $109K | Buy |
546
+172
| +46% | +$34.4K | 0.02% | 450 |
|
|
2022
Q4 | $49.6K | Sell |
374
-67
| -15% | -$8.88K | 0.01% | 540 |
|
|
2022
Q3 | $63.4K | Sell |
441
-150
| -25% | -$21.6K | 0.01% | 508 |
|
|
2022
Q2 | $97.5K | Sell |
591
-1,074
| -65% | -$177K | 0.02% | 466 |
|
|
2022
Q1 | $354K | Sell |
1,665
-1,573
| -49% | -$334K | 0.05% | 258 |
|
|
2021
Q4 | $823K | Buy |
3,238
+2,647
| +448% | +$673K | 0.12% | 140 |
|
|
2021
Q3 | $160K | Hold |
591
| – | – | 0.03% | 378 |
|
|
2021
Q2 | $144K | Buy |
591
+317
| +116% | +$77.4K | 0.02% | 405 |
|
|
2021
Q1 | $58.1K | Sell |
274
-526
| -66% | -$111K | 0.01% | 482 |
|
|
2020
Q4 | $178K | Buy |
+800
| New | +$178K | 0.04% | 316 |
|
|
2018
Q4 | – | Sell |
-239
| Closed | -$38K | – | 565 |
|
|
2018
Q3 | $38K | Hold |
239
| – | – | 0.01% | 435 |
|
|
2018
Q2 | $35.1K | Hold |
239
| – | – | 0.01% | 418 |
|
|
2018
Q1 | $27.8K | Buy |
+239
| New | +$27.8K | 0.01% | 433 |
|