CFA
Cahill Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
763
-65
| -8% | -$17.7K | 0.03% | 268 |
|
|
2025
Q1 | $222K | Buy |
828
+23
| +3% | +$6.17K | 0.03% | 245 |
|
|
2024
Q4 | $269K | Sell |
805
-210
| -21% | -$70.2K | 0.04% | 229 |
|
|
2024
Q3 | $278K | Buy |
1,015
+212
| +26% | +$58.1K | 0.04% | 221 |
|
|
2024
Q2 | $206K | Buy |
803
+12
| +2% | +$3.08K | 0.03% | 253 |
|
|
2024
Q1 | $238K | Buy |
+791
| New | +$238K | 0.03% | 241 |
|
|
2022
Q3 | – | Sell |
-3,589
| Closed | -$593K | – | 216 |
|
|
2022
Q2 | $593K | Buy |
3,589
+534
| +17% | +$88.2K | 0.13% | 141 |
|
|
2022
Q1 | $649K | Buy |
3,055
+70
| +2% | +$14.9K | 0.12% | 141 |
|
|
2021
Q4 | $759K | Sell |
2,985
-21
| -0.7% | -$5.34K | 0.15% | 128 |
|
|
2021
Q3 | $815K | Buy |
3,006
+46
| +2% | +$12.5K | 0.17% | 123 |
|
|
2021
Q2 | $723K | Buy |
2,960
+25
| +0.9% | +$6.11K | 0.16% | 117 |
|
|
2021
Q1 | $622K | Hold |
2,935
| – | – | 0.15% | 123 |
|
|
2020
Q4 | $653K | Sell |
2,935
-262
| -8% | -$58.3K | 0.16% | 110 |
|
|
2020
Q3 | $803K | Buy |
3,197
+204
| +7% | +$51.2K | 0.29% | 84 |
|
|
2020
Q2 | $561K | Sell |
2,993
-120
| -4% | -$22.5K | 0.22% | 94 |
|
|
2020
Q1 | $449K | Hold |
3,113
| – | – | 0.21% | 99 |
|
|
2019
Q4 | $507K | Buy |
3,113
+70
| +2% | +$11.4K | 0.18% | 104 |
|
|
2019
Q3 | $452K | Buy |
3,043
+150
| +5% | +$22.3K | 0.18% | 110 |
|
|
2019
Q2 | $439K | Sell |
2,893
-304
| -10% | -$46.1K | 0.17% | 106 |
|
|
2019
Q1 | $507K | Sell |
3,197
-150
| -4% | -$23.8K | 0.21% | 97 |
|
|
2018
Q4 | $459K | Buy |
3,347
+697
| +26% | +$95.6K | 0.23% | 98 |
|
|
2018
Q3 | $422K | Hold |
2,650
| – | – | 0.19% | 108 |
|
|
2018
Q2 | $362K | Buy |
2,650
+100
| +4% | +$13.7K | 0.17% | 119 |
|
|
2018
Q1 | $297K | Buy |
2,550
+50
| +2% | +$5.82K | 0.14% | 127 |
|
|
2017
Q4 | $256K | Hold |
2,500
| – | – | 0.13% | 122 |
|
|
2017
Q3 | $234K | Hold |
2,500
| – | – | 0.12% | 126 |
|
|
2017
Q2 | $217K | Buy |
+2,500
| New | +$217K | 0.12% | 131 |
|