CTA
Colonial Trust Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Sell |
282
-54
| -16% | -$14.7K | 0.01% | 290 |
|
|
2025
Q1 | $90.2K | Buy |
336
+209
| +165% | +$56.1K | 0.01% | 272 |
|
|
2024
Q4 | $42.5K | Sell |
127
-11
| -8% | -$3.68K | ﹤0.01% | 334 |
|
|
2024
Q3 | $37.8K | Buy |
138
+4
| +3% | +$1.1K | ﹤0.01% | 367 |
|
|
2024
Q2 | $34.5K | Buy |
134
+13
| +11% | +$3.34K | ﹤0.01% | 363 |
|
|
2024
Q1 | $36.4K | Buy |
121
+8
| +7% | +$2.41K | ﹤0.01% | 370 |
|
|
2023
Q4 | $29.7K | Buy |
113
+5
| +5% | +$1.32K | ﹤0.01% | 373 |
|
|
2023
Q3 | $21.9K | Hold |
108
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $22.8K | Buy |
108
+4
| +4% | +$845 | ﹤0.01% | 418 |
|
|
2023
Q1 | $20.8K | Buy |
104
+12
| +13% | +$2.4K | ﹤0.01% | 422 |
|
|
2022
Q4 | $12.2K | Buy |
+92
| New | +$12.2K | ﹤0.01% | 480 |
|