CCA
Cobblestone Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
1,471
-73
| -5% | -$19.9K | 0.02% | 218 |
|
|
2025
Q1 | $414K | Buy |
1,544
+93
| +6% | +$25K | 0.02% | 204 |
|
|
2024
Q4 | $485K | Hold |
1,451
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $397K | Sell |
1,451
-20
| -1% | -$5.47K | 0.02% | 210 |
|
|
2024
Q2 | $378K | Hold |
1,471
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $443K | Hold |
1,471
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $387K | Buy |
1,471
+58
| +4% | +$15.3K | 0.03% | 194 |
|
|
2023
Q3 | $287K | Sell |
1,413
-4
| -0.3% | -$811 | 0.02% | 213 |
|
|
2023
Q2 | $299K | Hold |
1,417
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $283K | Buy |
+1,417
| New | +$283K | 0.02% | 214 |
|
|
2022
Q4 | – | Sell |
-1,547
| Closed | -$223K | – | 275 |
|
|
2022
Q3 | $223K | Hold |
1,547
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $255K | Sell |
1,547
-12
| -0.8% | -$1.98K | 0.02% | 220 |
|
|
2022
Q1 | $331K | Hold |
1,559
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $396K | Hold |
1,559
| – | – | 0.03% | 192 |
|
|
2021
Q3 | $423K | Sell |
1,559
-16
| -1% | -$4.34K | 0.03% | 179 |
|
|
2021
Q2 | $385K | Sell |
1,575
-57
| -3% | -$13.9K | 0.03% | 189 |
|
|
2021
Q1 | $346K | Hold |
1,632
| – | – | 0.03% | 200 |
|
|
2020
Q4 | $363K | Buy |
1,632
+45
| +3% | +$10K | 0.03% | 190 |
|
|
2020
Q3 | $399K | Hold |
1,587
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $297K | Sell |
1,587
-1,098
| -41% | -$205K | 0.03% | 197 |
|
|
2020
Q1 | $387K | Sell |
2,685
-270
| -9% | -$38.9K | 0.04% | 174 |
|
|
2019
Q4 | $481K | Hold |
2,955
| – | – | 0.04% | 168 |
|
|
2019
Q3 | $439K | Buy |
2,955
+275
| +10% | +$40.9K | 0.04% | 163 |
|
|
2019
Q2 | $407K | Hold |
2,680
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $424K | Sell |
2,680
-370
| -12% | -$58.5K | 0.04% | 163 |
|
|
2018
Q4 | $418K | Hold |
3,050
| – | – | 0.04% | 159 |
|
|
2018
Q3 | $485K | Buy |
3,050
+160
| +6% | +$25.4K | 0.05% | 156 |
|
|
2018
Q2 | $394K | Hold |
2,890
| – | – | 0.04% | 173 |
|
|
2018
Q1 | $336K | Sell |
2,890
-75
| -3% | -$8.72K | 0.03% | 186 |
|
|
2017
Q4 | $303K | Sell |
2,965
-1,175
| -28% | -$120K | 0.03% | 195 |
|
|
2017
Q3 | $387K | Sell |
4,140
-75
| -2% | -$7.01K | 0.05% | 146 |
|
|
2017
Q2 | $365K | Buy |
4,215
+1,445
| +52% | +$125K | 0.05% | 146 |
|
|
2017
Q1 | $228K | Buy |
+2,770
| New | +$228K | 0.03% | 171 |
|