CMA
Cedar Mountain Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Hold |
99
| – | – | 0.01% | 135 |
|
|
2025
Q1 | $26.6K | Sell |
99
-3
| -3% | -$807 | 0.01% | 135 |
|
|
2024
Q4 | $34.2K | Sell |
102
-9
| -8% | -$3.02K | 0.01% | 118 |
|
|
2024
Q3 | $30.4K | Hold |
111
| – | – | 0.01% | 117 |
|
|
2024
Q2 | $28.6K | Hold |
111
| – | – | 0.01% | 109 |
|
|
2024
Q1 | $33.4K | Hold |
111
| – | – | 0.01% | 99 |
|
|
2023
Q4 | $29.2K | Hold |
111
| – | – | 0.01% | 104 |
|
|
2023
Q3 | $22.5K | Hold |
111
| – | – | 0.01% | 109 |
|
|
2023
Q2 | $23.5K | Hold |
111
| – | – | 0.01% | 112 |
|
|
2023
Q1 | $22.2K | Hold |
111
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $14.7K | Hold |
111
| – | – | ﹤0.01% | 127 |
|
|
2022
Q3 | $16K | Hold |
111
| – | – | 0.01% | 121 |
|
|
2022
Q2 | $18K | Hold |
111
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $24K | Hold |
111
| – | – | 0.01% | 114 |
|
|
2021
Q4 | $28K | Hold |
111
| – | – | 0.01% | 107 |
|
|
2021
Q3 | $30K | Hold |
111
| – | – | 0.01% | 100 |
|
|
2021
Q2 | $27K | Buy |
111
+61
| +122% | +$14.8K | 0.01% | 99 |
|
|
2021
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 163 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 167 |
|
|
2020
Q3 | $13K | Hold |
50
| – | – | 0.01% | 137 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 158 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 141 |
|
|
2019
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 144 |
|