CA
Continuum Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
20,181
+16,327
| +424% | +$4.45M | 0.66% | 30 |
|
|
2025
Q1 | $1.03M | Sell |
3,854
-17
| -0.4% | -$4.56K | 0.13% | 148 |
|
|
2024
Q4 | $1.29M | Buy |
3,871
+196
| +5% | +$65.5K | 0.17% | 125 |
|
|
2024
Q3 | $1.22M | Buy |
3,675
+453
| +14% | +$150K | 0.16% | 140 |
|
|
2024
Q2 | $828K | Buy |
3,222
+207
| +7% | +$53.2K | 0.12% | 173 |
|
|
2024
Q1 | $830K | Sell |
3,015
-208
| -6% | -$57.2K | 0.12% | 172 |
|
|
2023
Q4 | $848K | Buy |
3,223
+1,806
| +127% | +$475K | 0.12% | 197 |
|
|
2023
Q3 | $287K | Sell |
1,417
-12
| -0.8% | -$2.43K | 0.05% | 377 |
|
|
2023
Q2 | $302K | Sell |
1,429
-53
| -4% | -$11.2K | 0.05% | 365 |
|
|
2023
Q1 | $296K | Buy |
+1,482
| New | +$296K | 0.05% | 354 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$220K | – | 380 |
|
|
2021
Q4 | $220K | Buy |
+867
| New | +$220K | 0.05% | 277 |
|