C
Covestor’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Sell |
707
-198
| -22% | -$54.1K | 0.11% | 200 |
|
|
2025
Q1 | $243K | Sell |
905
-47
| -5% | -$12.6K | 0.16% | 100 |
|
|
2024
Q4 | $318K | Sell |
952
-94
| -9% | -$31.4K | 0.2% | 54 |
|
|
2024
Q3 | $286K | Buy |
1,046
+79
| +8% | +$21.6K | 0.18% | 68 |
|
|
2024
Q2 | $249K | Buy |
967
+17
| +2% | +$4.38K | 0.16% | 102 |
|
|
2024
Q1 | $286K | Buy |
950
+131
| +16% | +$39.4K | 0.18% | 52 |
|
|
2023
Q4 | $216K | Buy |
819
+409
| +100% | +$108K | 0.15% | 111 |
|
|
2023
Q3 | $83K | Buy |
410
+35
| +9% | +$7.09K | 0.06% | 525 |
|
|
2023
Q2 | $79K | Sell |
375
-6
| -2% | -$1.26K | 0.06% | 567 |
|
|
2023
Q1 | $76K | Sell |
381
-132
| -26% | -$26.3K | 0.07% | 527 |
|
|
2022
Q4 | $68K | Sell |
513
-46
| -8% | -$6.1K | 0.06% | 598 |
|
|
2022
Q3 | $80K | Sell |
559
-35
| -6% | -$5.01K | 0.07% | 471 |
|
|
2022
Q2 | $98K | Sell |
594
-27
| -4% | -$4.46K | 0.08% | 419 |
|
|
2022
Q1 | $132K | Buy |
621
+186
| +43% | +$39.5K | 0.09% | 333 |
|
|
2021
Q4 | $111K | Buy |
+435
| New | +$111K | 0.16% | 128 |
|