CA
Clearstead Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
77,320
+4,402
| +6% | +$1.2M | 0.3% | 78 |
|
|
2025
Q1 | $19.6M | Sell |
72,918
-1,076
| -1% | -$289K | 0.3% | 76 |
|
|
2024
Q4 | $24.7M | Buy |
73,994
+1,062
| +1% | +$355K | 0.38% | 58 |
|
|
2024
Q3 | $20M | Sell |
72,932
-894
| -1% | -$245K | 0.31% | 74 |
|
|
2024
Q2 | $19M | Buy |
73,826
+59,981
| +433% | +$15.4M | 0.32% | 66 |
|
|
2024
Q1 | $3.84M | Buy |
13,845
+239
| +2% | +$66.3K | 0.19% | 95 |
|
|
2023
Q4 | $3.58M | Sell |
13,606
-14,489
| -52% | -$3.81M | 0.19% | 101 |
|
|
2023
Q3 | $5.7M | Buy |
28,095
+14,059
| +100% | +$2.85M | 0.17% | 108 |
|
|
2023
Q2 | $2.97M | Buy |
14,036
+4,287
| +44% | +$906K | 0.18% | 101 |
|
|
2023
Q1 | $1.95M | Sell |
9,749
-682
| -7% | -$136K | 0.14% | 125 |
|
|
2022
Q4 | $1.38M | Sell |
10,431
-5,602
| -35% | -$743K | 0.11% | 147 |
|
|
2022
Q3 | $2.31M | Sell |
16,033
-1,350
| -8% | -$194K | 0.21% | 90 |
|
|
2022
Q2 | $2.87M | Buy |
17,383
+3,949
| +29% | +$652K | 0.22% | 88 |
|
|
2022
Q1 | $2.85M | Buy |
13,434
+2,623
| +24% | +$557K | 0.19% | 98 |
|
|
2021
Q4 | $2.75M | Buy |
10,811
+444
| +4% | +$113K | 0.19% | 102 |
|
|
2021
Q3 | $2.81M | Buy |
10,367
+933
| +10% | +$253K | 0.21% | 95 |
|
|
2021
Q2 | $2.3M | Buy |
9,434
+72
| +0.8% | +$17.6K | 0.18% | 104 |
|
|
2021
Q1 | $1.98M | Buy |
9,362
+400
| +4% | +$84.8K | 0.17% | 108 |
|
|
2020
Q4 | $1.99M | Buy |
8,962
+4,634
| +107% | +$1.03M | 0.18% | 100 |
|
|
2020
Q3 | $1.09M | Buy |
4,328
+1,007
| +30% | +$253K | 0.12% | 129 |
|
|
2020
Q2 | $622K | Buy |
3,321
+65
| +2% | +$12.2K | 0.07% | 164 |
|
|
2020
Q1 | $469K | Sell |
3,256
-798
| -20% | -$115K | 0.07% | 159 |
|
|
2019
Q4 | $659K | Buy |
4,054
+1,340
| +49% | +$218K | 0.08% | 149 |
|
|
2019
Q3 | $403K | Buy |
2,714
+196
| +8% | +$29.1K | 0.05% | 186 |
|
|
2019
Q2 | $382K | Buy |
+2,518
| New | +$382K | 0.05% | 198 |
|