CIA
Concurrent Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
64,633
+6,344
| +11% | +$1.04M | 0.2% | 106 |
|
|
2025
Q1 | $8.69M | Buy |
58,289
+6,623
| +13% | +$988K | 0.21% | 106 |
|
|
2024
Q4 | $8.61M | Sell |
51,666
-2,008
| -4% | -$335K | 0.23% | 95 |
|
|
2024
Q3 | $7.6M | Buy |
53,674
+1,486
| +3% | +$210K | 0.22% | 105 |
|
|
2024
Q2 | $6.76M | Buy |
52,188
+6,769
| +15% | +$877K | 0.22% | 104 |
|
|
2024
Q1 | $5.87M | Sell |
45,419
-1,654
| -4% | -$214K | 0.24% | 98 |
|
|
2023
Q4 | $5.57M | Buy |
+47,073
| New | +$5.57M | 0.26% | 87 |
|