EA
Echo45 Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-660
| Closed | -$220K | – | 53 |
|
|
2024
Q4 | $220K | Buy |
+660
| New | +$220K | 0.14% | 47 |
|
|
2024
Q2 | – | Sell |
-804
| Closed | -$242K | – | 48 |
|
|
2024
Q1 | $242K | Buy |
804
+10
| +1% | +$3.01K | 0.17% | 43 |
|
|
2023
Q4 | $209K | Buy |
+794
| New | +$209K | 0.16% | 47 |
|
|
2022
Q3 | – | Sell |
-1,369
| Closed | -$226K | – | 40 |
|
|
2022
Q2 | $226K | Sell |
1,369
-593
| -30% | -$97.9K | 0.21% | 41 |
|
|
2022
Q1 | $417K | Sell |
1,962
-655
| -25% | -$139K | 0.33% | 38 |
|
|
2021
Q4 | $665K | Buy |
+2,617
| New | +$665K | 0.53% | 33 |
|