EPA
Element Pointe Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-687
| Closed | -$230K | – | 69 |
|
|
2024
Q4 | $230K | Buy |
+687
| New | +$230K | 0.05% | 66 |
|
|
2024
Q2 | – | Sell |
-763
| Closed | -$230K | – | 76 |
|
|
2024
Q1 | $230K | Sell |
763
-128
| -14% | -$38.6K | 0.06% | 66 |
|
|
2023
Q4 | $234K | Buy |
+891
| New | +$234K | 0.06% | 68 |
|
|
2022
Q4 | – | Sell |
-3,123
| Closed | -$449K | – | 72 |
|
|
2022
Q3 | $449K | Sell |
3,123
-336
| -10% | -$48.3K | 0.26% | 36 |
|
|
2022
Q2 | $571K | Sell |
3,459
-1,855
| -35% | -$306K | 0.24% | 39 |
|
|
2022
Q1 | $1.13M | Sell |
5,314
-1,418
| -21% | -$301K | 0.38% | 33 |
|
|
2021
Q4 | $1.71M | Buy |
6,732
+242
| +4% | +$61.5K | 0.53% | 36 |
|
|
2021
Q3 | $1.76M | Sell |
6,490
-5
| -0.1% | -$1.36K | 0.59% | 28 |
|
|
2021
Q2 | $1.57M | Buy |
6,495
+554
| +9% | +$134K | 0.48% | 48 |
|
|
2021
Q1 | $1.26M | Buy |
5,941
+1,358
| +30% | +$288K | 0.42% | 48 |
|
|
2020
Q4 | $1.02M | Buy |
4,583
+260
| +6% | +$57.9K | 0.38% | 49 |
|
|
2020
Q3 | $1.09M | Buy |
4,323
+55
| +1% | +$13.8K | 0.48% | 33 |
|
|
2020
Q2 | $799K | Buy |
+4,268
| New | +$799K | 0.42% | 34 |
|