CWA
Canvas Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
1,059
-184
| -15% | -$49.7K | 0.06% | 150 |
|
|
2025
Q1 | $303K | Buy |
1,243
+384
| +45% | +$93.5K | 0.08% | 134 |
|
|
2024
Q4 | $287K | Buy |
859
+21
| +3% | +$7.02K | 0.07% | 133 |
|
|
2024
Q3 | $229K | Buy |
+838
| New | +$229K | 0.06% | 155 |
|
|
2024
Q2 | – | Sell |
-891
| Closed | -$246K | – | 155 |
|
|
2024
Q1 | $246K | Buy |
+891
| New | +$246K | 0.08% | 122 |
|
|
2022
Q4 | – | Sell |
-1,452
| Closed | -$232K | – | 147 |
|
|
2022
Q3 | $232K | Buy |
+1,452
| New | +$232K | 0.1% | 110 |
|
|
2022
Q2 | – | Sell |
-5,396
| Closed | -$962K | – | 132 |
|
|
2022
Q1 | $962K | Sell |
5,396
-1,351
| -20% | -$241K | 0.35% | 66 |
|
|
2021
Q4 | $1.72M | Buy |
6,747
+551
| +9% | +$140K | 0.62% | 40 |
|
|
2021
Q3 | $1.68M | Sell |
6,196
-245
| -4% | -$66.4K | 0.69% | 39 |
|
|
2021
Q2 | $1.57M | Buy |
6,441
+3,037
| +89% | +$742K | 0.71% | 37 |
|
|
2021
Q1 | $779K | Buy |
+3,404
| New | +$779K | 0.45% | 54 |
|