CGA
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Compound Global Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,100
Closed -$295K 24
2025
Q1
$295K Sell
1,100
-700
-39% -$188K 1.74% 22
2024
Q4
$602K Buy
+1,800
New +$602K 2.45% 16
2024
Q1
$9.83M Buy
+32,633
New +$9.83M 1.46% 25