EI
Ellevest Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
6,309
-811
| -11% | -$221K | 0.27% | 48 |
|
|
2025
Q1 | $1.91M | Sell |
7,120
-862
| -11% | -$231K | 0.13% | 54 |
|
|
2024
Q4 | $2.67M | Sell |
7,982
-1,371
| -15% | -$458K | 0.15% | 47 |
|
|
2024
Q3 | $2.56M | Buy |
9,353
+4,389
| +88% | +$1.2M | 0.14% | 50 |
|
|
2024
Q2 | $1.28M | Buy |
4,964
+210
| +4% | +$54K | 0.08% | 76 |
|
|
2024
Q1 | $1.43M | Buy |
4,754
+180
| +4% | +$54.2K | 0.09% | 70 |
|
|
2023
Q4 | $1.2M | Sell |
4,574
-274
| -6% | -$72.1K | 0.08% | 70 |
|
|
2023
Q3 | $983K | Buy |
4,848
+219
| +5% | +$44.4K | 0.08% | 70 |
|
|
2023
Q2 | $978K | Buy |
4,629
+659
| +17% | +$139K | 0.07% | 66 |
|
|
2023
Q1 | $793K | Buy |
3,970
+1,193
| +43% | +$238K | 0.06% | 74 |
|
|
2022
Q4 | $368K | Buy |
2,777
+151
| +6% | +$20K | 0.03% | 191 |
|
|
2022
Q3 | $378K | Sell |
2,626
-413
| -14% | -$59.4K | 0.04% | 132 |
|
|
2022
Q2 | $502K | Sell |
3,039
-590
| -16% | -$97.5K | 0.05% | 100 |
|
|
2022
Q1 | $771K | Buy |
3,629
+229
| +7% | +$48.7K | 0.07% | 67 |
|
|
2021
Q4 | $864K | Buy |
3,400
+179
| +6% | +$45.5K | 0.08% | 60 |
|
|
2021
Q3 | $874K | Buy |
3,221
+756
| +31% | +$205K | 0.09% | 57 |
|
|
2021
Q2 | $602K | Buy |
2,465
+246
| +11% | +$60.1K | 0.06% | 75 |
|
|
2021
Q1 | $470K | Buy |
2,219
+83
| +4% | +$17.6K | 0.06% | 84 |
|
|
2020
Q4 | $475K | Sell |
2,136
-298
| -12% | -$66.3K | 0.07% | 69 |
|
|
2020
Q3 | $612K | Buy |
2,434
+164
| +7% | +$41.2K | 0.11% | 48 |
|
|
2020
Q2 | $425K | Buy |
2,270
+580
| +34% | +$109K | 0.09% | 54 |
|
|
2020
Q1 | $243K | Buy |
1,690
+1,217
| +257% | +$175K | 0.07% | 74 |
|
|
2019
Q4 | $77K | Buy |
473
+359
| +315% | +$58.4K | 0.02% | 127 |
|
|
2019
Q3 | $17K | Buy |
114
+32
| +39% | +$4.77K | 0.01% | 186 |
|
|
2019
Q2 | $12K | Sell |
82
-26
| -24% | -$3.81K | ﹤0.01% | 233 |
|
|
2019
Q1 | $17K | Buy |
108
+48
| +80% | +$7.56K | 0.01% | 153 |
|
|
2018
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 394 |
|