Coppell Advisory Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
1,027
-246
| -19% | -$67.3K | 0.03% | 305 |
|
|
2025
Q1 | $341K | Sell |
1,273
-2,098
| -62% | -$562K | 0.05% | 249 |
|
|
2024
Q4 | $1.13M | Buy |
3,371
+2,623
| +351% | +$879K | 0.16% | 115 |
|
|
2024
Q3 | $207K | Sell |
748
-153
| -17% | -$42.3K | 0.03% | 273 |
|
|
2024
Q2 | $232K | Buy |
+901
| New | +$232K | 0.04% | 231 |
|
|
2023
Q4 | $958K | Buy |
3,641
+3,461
| +1,923% | +$911K | 0.19% | 113 |
|
|
2023
Q3 | $23.9K | Sell |
180
-42
| -19% | -$5.57K | 0.01% | 467 |
|
|
2023
Q2 | $46.8K | Sell |
222
-3,160
| -93% | -$666K | 0.01% | 394 |
|
|
2023
Q1 | $665K | Buy |
3,382
+3,202
| +1,779% | +$630K | 0.22% | 110 |
|
|
2022
Q4 | $23.9K | Buy |
+180
| New | +$23.9K | 0.01% | 474 |
|