CA
CV Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$257K | – | 21 |
|
|
2024
Q2 | $257K | Hold |
1,000
| – | – | 0.13% | 17 |
|
|
2024
Q1 | $301K | Hold |
1,000
| – | – | 0.17% | 17 |
|
|
2023
Q4 | $263K | Hold |
1,000
| – | – | 0.18% | 18 |
|
|
2023
Q3 | $203K | Hold |
1,000
| – | – | 0.15% | 19 |
|
|
2023
Q2 | $211K | Buy |
+1,000
| New | +$211K | 0.16% | 19 |
|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$233K | – | 24 |
|
|
2022
Q1 | $233K | Hold |
1,100
| – | – | 0.16% | 24 |
|
|
2021
Q4 | $280K | Buy |
+1,100
| New | +$280K | 0.16% | 27 |
|