CPA
Capital Performance Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,516
-258
| -5% | -$70.3K | 0.24% | 56 |
|
|
2025
Q1 | $1.28M | Buy |
4,774
+2,786
| +140% | +$748K | 0.28% | 52 |
|
|
2024
Q4 | $665K | Buy |
1,988
+25
| +1% | +$8.36K | 0.21% | 49 |
|
|
2024
Q3 | $537K | Buy |
1,963
+260
| +15% | +$71.2K | 0.16% | 48 |
|
|
2024
Q2 | $438K | Buy |
1,703
+19
| +1% | +$4.89K | 0.17% | 49 |
|
|
2024
Q1 | $507K | Buy |
1,684
+32
| +2% | +$9.64K | 0.19% | 46 |
|
|
2023
Q4 | $435K | Buy |
1,652
+65
| +4% | +$17.1K | 0.19% | 40 |
|
|
2023
Q3 | $322K | Hold |
1,587
| – | – | 0.16% | 41 |
|
|
2023
Q2 | $335K | Sell |
1,587
-36
| -2% | -$7.61K | 0.17% | 39 |
|
|
2023
Q1 | $324K | Buy |
1,623
+23
| +1% | +$4.6K | 0.17% | 36 |
|
|
2022
Q4 | $212K | Sell |
1,600
-25
| -2% | -$3.32K | 0.12% | 43 |
|
|
2022
Q3 | $234K | Sell |
1,625
-77
| -5% | -$11.1K | 0.15% | 36 |
|
|
2022
Q2 | $281K | Buy |
1,702
+77
| +5% | +$12.7K | 0.17% | 33 |
|
|
2022
Q1 | $345K | Hold |
1,625
| – | – | 0.2% | 29 |
|
|
2021
Q4 | $346K | Buy |
+1,625
| New | +$346K | 0.21% | 28 |
|