CVA Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
1,764
-121
| -6% | -$33K | 0.07% | 174 |
|
|
2025
Q1 | $506K | Buy |
1,885
+81
| +4% | +$21.7K | 0.08% | 163 |
|
|
2024
Q4 | $603K | Buy |
1,804
+190
| +12% | +$63.5K | 0.1% | 135 |
|
|
2024
Q3 | $442K | Buy |
1,614
+132
| +9% | +$36.1K | 0.07% | 163 |
|
|
2024
Q2 | $381K | Buy |
1,482
+58
| +4% | +$14.9K | 0.07% | 165 |
|
|
2024
Q1 | $429K | Buy |
1,424
+5
| +0.4% | +$1.51K | 0.08% | 162 |
|
|
2023
Q4 | $373K | Hold |
1,419
| – | – | 0.07% | 164 |
|
|
2023
Q3 | $288K | Buy |
1,419
+69
| +5% | +$14K | 0.07% | 175 |
|
|
2023
Q2 | $285K | Buy |
1,350
+145
| +12% | +$30.6K | 0.06% | 177 |
|
|
2023
Q1 | $241K | Buy |
1,205
+696
| +137% | +$139K | 0.05% | 193 |
|
|
2022
Q4 | $67.5K | Buy |
509
+179
| +54% | +$23.7K | 0.02% | 353 |
|
|
2022
Q3 | $47K | Sell |
330
-1,361
| -80% | -$194K | 0.01% | 381 |
|
|
2022
Q2 | $279K | Sell |
1,691
-448
| -21% | -$73.9K | 0.08% | 134 |
|
|
2022
Q1 | $454K | Buy |
2,139
+422
| +25% | +$89.6K | 0.11% | 106 |
|
|
2021
Q4 | $436K | Buy |
1,717
+1,708
| +18,978% | +$434K | 0.11% | 105 |
|
|
2021
Q3 | $2K | Sell |
9
-1,709
| -99% | -$380K | ﹤0.01% | 342 |
|
|
2021
Q2 | $420K | Buy |
1,718
+1,254
| +270% | +$307K | 0.12% | 104 |
|
|
2021
Q1 | $98K | Buy |
464
+455
| +5,056% | +$96.1K | 0.04% | 182 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 342 |
|