CAI
Capital Advisors Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
807
-66
| -8% | -$18K | ﹤0.01% | 299 |
|
|
2025
Q1 | $234K | Buy |
873
+87
| +11% | +$23.3K | ﹤0.01% | 284 |
|
|
2024
Q4 | $263K | Buy |
+786
| New | +$263K | 0.01% | 269 |
|
|
2021
Q4 | – | Sell |
-911
| Closed | -$247K | – | 249 |
|
|
2021
Q3 | $247K | Sell |
911
-239
| -21% | -$64.8K | 0.01% | 206 |
|
|
2021
Q2 | $281K | Buy |
+1,150
| New | +$281K | 0.01% | 206 |
|
|
2018
Q4 | – | Sell |
-86,295
| Closed | -$13.7M | – | 178 |
|
|
2018
Q3 | $13.7M | Sell |
86,295
-1,754
| -2% | -$279K | 0.82% | 35 |
|
|
2018
Q2 | $12M | Sell |
88,049
-2,248
| -2% | -$307K | 0.72% | 46 |
|
|
2018
Q1 | $10.5M | Buy |
90,297
+1,608
| +2% | +$187K | 0.63% | 51 |
|
|
2017
Q4 | $9.07M | Sell |
88,689
-248
| -0.3% | -$25.4K | 0.53% | 65 |
|
|
2017
Q3 | $8.31M | Sell |
88,937
-1,070
| -1% | -$100K | 0.51% | 69 |
|
|
2017
Q2 | $7.8M | Buy |
90,007
+82,872
| +1,161% | +$7.18M | 0.49% | 67 |
|
|
2017
Q1 | $589K | Buy |
+7,135
| New | +$589K | 0.04% | 128 |
|