Evanson Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
921
+101
| +12% | +$27.5K | 0.02% | 287 |
|
|
2025
Q1 | $220K | Sell |
820
-507
| -38% | -$136K | 0.02% | 286 |
|
|
2024
Q4 | $444K | Hold |
1,327
| – | – | 0.03% | 194 |
|
|
2024
Q3 | $363K | Sell |
1,327
-19
| -1% | -$5.2K | 0.03% | 216 |
|
|
2024
Q2 | $346K | Sell |
1,346
-180
| -12% | -$46.3K | 0.03% | 213 |
|
|
2024
Q1 | $460K | Hold |
1,526
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $402K | Sell |
1,526
-90
| -6% | -$23.7K | 0.03% | 200 |
|
|
2023
Q3 | $328K | Buy |
1,616
+500
| +45% | +$101K | 0.03% | 208 |
|
|
2023
Q2 | $236K | Buy |
+1,116
| New | +$236K | 0.02% | 249 |
|
|
2022
Q3 | – | Sell |
-1,648
| Closed | -$272K | – | 262 |
|
|
2022
Q2 | $272K | Buy |
1,648
+339
| +26% | +$56K | 0.03% | 219 |
|
|
2022
Q1 | $278K | Buy |
1,309
+218
| +20% | +$46.3K | 0.03% | 232 |
|
|
2021
Q4 | $277K | Sell |
1,091
-144
| -12% | -$36.6K | 0.02% | 240 |
|
|
2021
Q3 | $304K | Buy |
+1,235
| New | +$304K | 0.03% | 225 |
|