CA
CGN Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
12,604
+1,169
| +10% | +$319K | 0.31% | 67 |
|
|
2025
Q1 | $3.07M | Buy |
11,435
+933
| +9% | +$250K | 0.3% | 77 |
|
|
2024
Q4 | $3.51M | Sell |
10,502
-2,538
| -19% | -$849K | 0.34% | 66 |
|
|
2024
Q3 | $3.57M | Buy |
13,040
+582
| +5% | +$159K | 0.36% | 66 |
|
|
2024
Q2 | $3.2M | Buy |
12,458
+203
| +2% | +$52.2K | 0.37% | 67 |
|
|
2024
Q1 | $3.69M | Buy |
12,255
+134
| +1% | +$40.4K | 0.47% | 44 |
|
|
2023
Q4 | $3.19M | Sell |
12,121
-353
| -3% | -$92.9K | 0.44% | 53 |
|
|
2023
Q3 | $2.53M | Buy |
12,474
+213
| +2% | +$43.2K | 0.34% | 82 |
|
|
2023
Q2 | $2.59M | Sell |
12,261
-1,546
| -11% | -$327K | 0.37% | 75 |
|
|
2023
Q1 | $2.76M | Buy |
13,807
+752
| +6% | +$150K | 0.43% | 62 |
|
|
2022
Q4 | $1.73M | Buy |
13,055
+5,804
| +80% | +$770K | 0.3% | 91 |
|
|
2022
Q3 | $1.04M | Buy |
7,251
+1,699
| +31% | +$244K | 0.26% | 103 |
|
|
2022
Q2 | $916K | Buy |
5,552
+1,142
| +26% | +$188K | 0.26% | 97 |
|
|
2022
Q1 | $936K | Buy |
4,410
+1,175
| +36% | +$249K | 0.23% | 96 |
|
|
2021
Q4 | $822K | Buy |
3,235
+232
| +8% | +$59K | 0.21% | 103 |
|
|
2021
Q3 | $814K | Buy |
3,003
+499
| +20% | +$135K | 0.27% | 85 |
|
|
2021
Q2 | $612K | Buy |
2,504
+78
| +3% | +$19.1K | 0.19% | 114 |
|
|
2021
Q1 | $514K | Sell |
2,426
-17
| -0.7% | -$3.6K | 0.18% | 116 |
|
|
2020
Q4 | $544K | Buy |
+2,443
| New | +$544K | 0.22% | 103 |
|