EA
Everpar Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
1,793
-197
| -10% | -$53.7K | 0.22% | 119 |
|
|
2025
Q1 | $534K | Buy |
1,990
+33
| +2% | +$8.86K | 0.28% | 86 |
|
|
2024
Q4 | $654K | Buy |
1,957
+205
| +12% | +$68.5K | 0.33% | 72 |
|
|
2024
Q3 | $480K | Sell |
1,752
-119
| -6% | -$32.6K | 0.25% | 124 |
|
|
2024
Q2 | $481K | Buy |
1,871
+377
| +25% | +$96.9K | 0.24% | 126 |
|
|
2024
Q1 | $450K | Buy |
1,494
+374
| +33% | +$113K | 0.27% | 122 |
|
|
2023
Q4 | $295K | Buy |
+1,120
| New | +$295K | 0.14% | 223 |
|