CGA
Crescent Grove Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
794
-7
| -0.9% | -$1.91K | 0.02% | 262 |
|
|
2025
Q1 | $215K | Sell |
801
-249
| -24% | -$66.8K | 0.02% | 249 |
|
|
2024
Q4 | $351K | Buy |
1,050
+203
| +24% | +$68K | 0.03% | 197 |
|
|
2024
Q3 | $232K | Sell |
847
-445
| -34% | -$122K | 0.02% | 254 |
|
|
2024
Q2 | $332K | Buy |
+1,292
| New | +$332K | 0.04% | 200 |
|
|
2022
Q3 | – | Sell |
-1,344
| Closed | -$222K | – | 262 |
|
|
2022
Q2 | $222K | Buy |
1,344
+295
| +28% | +$48.7K | 0.02% | 236 |
|
|
2022
Q1 | $223K | Buy |
1,049
+245
| +30% | +$52.1K | 0.02% | 270 |
|
|
2021
Q4 | $204K | Buy |
+804
| New | +$204K | 0.02% | 280 |
|
|
2021
Q3 | – | Sell |
-945
| Closed | -$231K | – | 275 |
|
|
2021
Q2 | $231K | Sell |
945
-180
| -16% | -$44K | 0.02% | 232 |
|
|
2021
Q1 | $238K | Buy |
+1,125
| New | +$238K | 0.03% | 184 |
|