Claro Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
2,856
-2,681
| -48% | -$731K | 0.13% | 152 |
|
|
2025
Q1 | $1.49M | Sell |
5,537
-61
| -1% | -$16.4K | 0.2% | 94 |
|
|
2024
Q4 | $1.87M | Buy |
5,598
+122
| +2% | +$40.8K | 0.25% | 73 |
|
|
2024
Q3 | $1.5M | Buy |
5,476
+1,550
| +39% | +$424K | 0.19% | 104 |
|
|
2024
Q2 | $1.01M | Sell |
3,926
-166
| -4% | -$42.7K | 0.16% | 120 |
|
|
2024
Q1 | $1.23M | Buy |
4,092
+192
| +5% | +$57.8K | 0.21% | 101 |
|
|
2023
Q4 | $1.03M | Sell |
3,900
-247
| -6% | -$65K | 0.22% | 99 |
|
|
2023
Q3 | $841K | Buy |
4,147
+357
| +9% | +$72.4K | 0.21% | 111 |
|
|
2023
Q2 | $801K | Buy |
3,790
+138
| +4% | +$29.2K | 0.2% | 121 |
|
|
2023
Q1 | $730K | Sell |
3,652
-382
| -9% | -$76.3K | 0.21% | 113 |
|
|
2022
Q4 | $535K | Buy |
4,034
+224
| +6% | +$29.7K | 0.18% | 142 |
|
|
2022
Q3 | $629K | Hold |
3,810
| – | – | 0.25% | 103 |
|
|
2022
Q2 | $629K | Buy |
3,810
+483
| +15% | +$79.7K | 0.25% | 103 |
|
|
2022
Q1 | $845K | Hold |
3,327
| – | – | 0.3% | 85 |
|
|
2021
Q4 | $845K | Buy |
3,327
+158
| +5% | +$40.1K | 0.3% | 85 |
|
|
2021
Q3 | $859K | Buy |
3,169
+75
| +2% | +$20.3K | 0.36% | 72 |
|
|
2021
Q2 | $756K | Sell |
3,094
-26
| -0.8% | -$6.35K | 0.34% | 76 |
|
|
2021
Q1 | $661K | Buy |
3,120
+1,242
| +66% | +$263K | 0.33% | 81 |
|
|
2020
Q4 | $418K | Buy |
1,878
+583
| +45% | +$130K | 0.22% | 128 |
|
|
2020
Q3 | $325K | Buy |
1,295
+141
| +12% | +$35.4K | 0.21% | 131 |
|
|
2020
Q2 | $216K | Buy |
+1,154
| New | +$216K | 0.15% | 169 |
|
|
2019
Q1 | – | Sell |
-436
| Closed | -$69K | – | 307 |
|
|
2018
Q4 | $69K | Buy |
+436
| New | +$69K | 0.06% | 289 |
|