CoreCap Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
1,977
-3,228
| -62% | -$881K | 0.02% | 496 |
|
|
2025
Q1 | $1.4M | Buy |
5,205
+3,465
| +199% | +$930K | 0.06% | 267 |
|
|
2024
Q4 | $582K | Buy |
1,740
+481
| +38% | +$161K | 0.03% | 436 |
|
|
2024
Q3 | $345K | Sell |
1,259
-7,878
| -86% | -$2.16M | 0.02% | 548 |
|
|
2024
Q2 | $2.35M | Buy |
9,137
+781
| +9% | +$201K | 0.24% | 85 |
|
|
2024
Q1 | $2.52M | Buy |
8,356
+6,369
| +321% | +$1.92M | 0.13% | 152 |
|
|
2023
Q4 | $523K | Sell |
1,987
-4,805
| -71% | -$1.26M | 0.03% | 341 |
|
|
2023
Q3 | $1.38M | Buy |
6,792
+5,160
| +316% | +$1.05M | 0.1% | 193 |
|
|
2023
Q2 | $345K | Buy |
+1,632
| New | +$345K | 0.02% | 425 |
|
|
2022
Q4 | $167K | Buy |
+1,257
| New | +$167K | 0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-1,222
| Closed | -$202K | – | 844 |
|
|
2022
Q2 | $202K | Sell |
1,222
-136
| -10% | -$22.5K | 0.02% | 508 |
|
|
2022
Q1 | $288K | Sell |
1,358
-3,643
| -73% | -$773K | 0.02% | 418 |
|
|
2021
Q4 | $1.27M | Buy |
+5,001
| New | +$1.27M | 0.08% | 185 |
|