AT
Avalon Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
2,637
+868
| +49% | +$237K | 0.05% | 77 |
|
|
2025
Q1 | $475K | Sell |
1,769
-115
| -6% | -$30.9K | 0.04% | 96 |
|
|
2024
Q4 | $630K | Buy |
1,884
+28
| +2% | +$9.36K | 0.04% | 85 |
|
|
2024
Q3 | $508K | Sell |
1,856
-425
| -19% | -$116K | 0.04% | 90 |
|
|
2024
Q2 | $586K | Hold |
2,281
| – | – | 0.05% | 82 |
|
|
2024
Q1 | $687K | Hold |
2,281
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $600K | Buy |
2,281
+425
| +23% | +$112K | 0.05% | 79 |
|
|
2023
Q3 | $376K | Hold |
1,856
| – | – | 0.04% | 87 |
|
|
2023
Q2 | $392K | Hold |
1,856
| – | – | 0.04% | 92 |
|
|
2023
Q1 | $371K | Buy |
+1,856
| New | +$371K | 0.04% | 93 |
|