Fermata Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,230
-969
| -44% | -$264K | 0.09% | 167 |
|
|
2025
Q1 | $590K | Buy |
2,199
+1,025
| +87% | +$275K | 0.11% | 140 |
|
|
2024
Q4 | $393K | Sell |
1,174
-722
| -38% | -$241K | 0.07% | 170 |
|
|
2024
Q3 | $519K | Buy |
1,896
+511
| +37% | +$140K | 0.11% | 115 |
|
|
2024
Q2 | $356K | Sell |
1,385
-3
| -0.2% | -$771 | 0.08% | 147 |
|
|
2024
Q1 | $418K | Buy |
+1,388
| New | +$418K | 0.09% | 121 |
|
|
2022
Q1 | – | Sell |
-878
| Closed | -$223K | – | 190 |
|
|
2021
Q4 | $223K | Buy |
878
+43
| +5% | +$10.9K | 0.08% | 169 |
|
|
2021
Q3 | $226K | Buy |
+835
| New | +$226K | 0.1% | 158 |
|