CPA
Cardiff Park Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
7,424
+1
| +0% | +$273 | 0.17% | 69 |
|
|
2025
Q1 | $1.99M | Buy |
7,423
+289
| +4% | +$77.6K | 0.19% | 66 |
|
|
2024
Q4 | $2.39M | Hold |
7,134
| – | – | 0.23% | 59 |
|
|
2024
Q3 | $1.95M | Sell |
7,134
-530
| -7% | -$145K | 0.17% | 66 |
|
|
2024
Q2 | $1.97M | Buy |
7,664
+22
| +0.3% | +$5.66K | 0.19% | 65 |
|
|
2024
Q1 | $2.3M | Hold |
7,642
| – | – | 0.22% | 63 |
|
|
2023
Q4 | $2.01M | Buy |
7,642
+443
| +6% | +$117K | 0.22% | 58 |
|
|
2023
Q3 | $1.46M | Buy |
+7,199
| New | +$1.46M | 0.18% | 63 |
|
|
2022
Q3 | – | Sell |
-1,616
| Closed | -$267K | – | 318 |
|
|
2022
Q2 | $267K | Sell |
1,616
-134
| -8% | -$22.1K | 0.04% | 202 |
|
|
2022
Q1 | $372K | Buy |
1,750
+83
| +5% | +$17.6K | 0.05% | 168 |
|
|
2021
Q4 | $424K | Buy |
+1,667
| New | +$424K | 0.06% | 155 |
|