Csenge Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Sell |
3,728
-159
| -4% | -$42.2K | 0.05% | 267 |
|
|
2025
Q1 | $961K | Buy |
3,887
+88
| +2% | +$21.8K | 0.05% | 252 |
|
|
2024
Q4 | $1.27M | Sell |
3,799
-670
| -15% | -$224K | 0.07% | 218 |
|
|
2024
Q3 | $1.29M | Buy |
4,469
+209
| +5% | +$60.2K | 0.07% | 210 |
|
|
2024
Q2 | $1.1M | Buy |
4,260
+524
| +14% | +$135K | 0.06% | 230 |
|
|
2024
Q1 | $1.13M | Buy |
3,736
+387
| +12% | +$117K | 0.06% | 239 |
|
|
2023
Q4 | $881K | Buy |
3,349
+1,132
| +51% | +$298K | 0.05% | 259 |
|
|
2023
Q3 | $449K | Buy |
2,217
+217
| +11% | +$44K | 0.03% | 392 |
|
|
2023
Q2 | $422K | Buy |
2,000
+353
| +21% | +$74.6K | 0.03% | 411 |
|
|
2023
Q1 | $329K | Buy |
+1,647
| New | +$329K | 0.02% | 447 |
|
|
2022
Q4 | – | Sell |
-1,750
| Closed | -$252K | – | 608 |
|
|
2022
Q3 | $252K | Sell |
1,750
-232
| -12% | -$33.4K | 0.02% | 510 |
|
|
2022
Q2 | $327K | Sell |
1,982
-1,292
| -39% | -$213K | 0.03% | 431 |
|
|
2022
Q1 | $695K | Buy |
3,274
+475
| +17% | +$101K | 0.06% | 297 |
|
|
2021
Q4 | $686K | Sell |
2,799
-167
| -6% | -$40.9K | 0.06% | 270 |
|
|
2021
Q3 | $817K | Buy |
2,966
+167
| +6% | +$46K | 0.07% | 261 |
|
|
2021
Q2 | $686K | Sell |
2,799
-192
| -6% | -$47.1K | 0.06% | 271 |
|
|
2021
Q1 | $692K | Sell |
2,991
-901
| -23% | -$208K | 0.07% | 215 |
|
|
2020
Q4 | $866K | Buy |
+3,892
| New | +$866K | 0.1% | 148 |
|
|
2018
Q4 | – | Sell |
-144
| Closed | -$18K | – | 462 |
|
|
2018
Q3 | $18K | Buy |
+144
| New | +$18K | 0.01% | 404 |
|