ES
Eagle Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
9,760
+281
| +3% | +$76.6K | 0.41% | 53 |
|
|
2025
Q1 | $2.54M | Buy |
9,479
+7,390
| +354% | +$1.98M | 0.44% | 48 |
|
|
2024
Q4 | $698K | Buy |
2,089
+3
| +0.1% | +$1K | 0.12% | 119 |
|
|
2024
Q3 | $571K | Sell |
2,086
-4,447
| -68% | -$1.22M | 0.1% | 127 |
|
|
2024
Q2 | $1.68M | Buy |
6,533
+4,591
| +236% | +$1.18M | 0.32% | 67 |
|
|
2024
Q1 | $585K | Sell |
1,942
-4,640
| -70% | -$1.4M | 0.13% | 146 |
|
|
2023
Q4 | $1.73M | Sell |
6,582
-105
| -2% | -$27.6K | 0.37% | 59 |
|
|
2023
Q3 | $1.36M | Buy |
6,687
+315
| +5% | +$63.9K | 0.33% | 67 |
|
|
2023
Q2 | $1.35M | Sell |
6,372
-206
| -3% | -$43.5K | 0.33% | 66 |
|
|
2023
Q1 | $1.31M | Buy |
6,578
+2
| +0% | +$400 | 0.33% | 63 |
|
|
2022
Q4 | $872K | Buy |
+6,576
| New | +$872K | 0.26% | 79 |
|
|
2022
Q3 | – | Sell |
-4,744
| Closed | -$783K | – | 107 |
|
|
2022
Q2 | $783K | Buy |
4,744
+2,372
| +100% | +$392K | 0.29% | 76 |
|
|
2022
Q1 | $504K | Sell |
2,372
-450
| -16% | -$95.6K | 0.2% | 86 |
|
|
2021
Q4 | $717K | Buy |
+2,822
| New | +$717K | 0.28% | 71 |
|