EBA
Eagle Bay Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-643
| Closed | -$215K | – | 300 |
|
|
2024
Q4 | $215K | Sell |
643
-133
| -17% | -$44.5K | 0.14% | 108 |
|
|
2024
Q3 | $213K | Buy |
776
+1
| +0.1% | +$274 | 0.08% | 158 |
|
|
2024
Q2 | $199K | Sell |
775
-246
| -24% | -$63.2K | 0.12% | 120 |
|
|
2024
Q1 | $308K | Buy |
1,021
+589
| +136% | +$178K | 0.19% | 86 |
|
|
2023
Q4 | $114K | Sell |
432
-23
| -5% | -$6.05K | 0.07% | 190 |
|
|
2023
Q3 | $92.3K | Buy |
455
+10
| +2% | +$2.03K | 0.04% | 265 |
|
|
2023
Q2 | $94K | Buy |
445
+11
| +3% | +$2.32K | 0.05% | 232 |
|
|
2023
Q1 | $86.7K | Buy |
434
+52
| +14% | +$10.4K | 0.05% | 278 |
|
|
2022
Q4 | $50.6K | Sell |
382
-33
| -8% | -$4.38K | 0.03% | 369 |
|
|
2022
Q3 | $60K | Sell |
415
-58
| -12% | -$8.39K | 0.04% | 299 |
|
|
2022
Q2 | $78.1K | Buy |
+473
| New | +$78.1K | 0.05% | 252 |
|
|
2022
Q1 | – | Sell |
-454
| Closed | -$116K | – | 438 |
|
|
2021
Q4 | $116K | Sell |
454
-466
| -51% | -$119K | 0.07% | 157 |
|
|
2021
Q3 | $249K | Buy |
920
+511
| +125% | +$138K | 0.14% | 105 |
|
|
2021
Q2 | $103K | Buy |
+409
| New | +$103K | 0.08% | 146 |
|