Central Valley Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
7,910
+929
| +13% | +$253K | 0.73% | 38 |
|
|
2025
Q1 | $1.87M | Buy |
6,981
+401
| +6% | +$108K | 0.71% | 40 |
|
|
2024
Q4 | $2.2M | Buy |
6,580
+150
| +2% | +$50.2K | 1% | 25 |
|
|
2024
Q3 | $1.76M | Buy |
6,430
+271
| +4% | +$74.2K | 0.99% | 30 |
|
|
2024
Q2 | $1.89M | Buy |
6,159
+157
| +3% | +$48.1K | 0.81% | 30 |
|
|
2024
Q1 | $1.81M | Buy |
6,002
+120
| +2% | +$36.1K | 0.93% | 27 |
|
|
2023
Q4 | $1.55M | Buy |
+5,882
| New | +$1.55M | 0.91% | 29 |
|