Financial Gravity Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.23M | Buy |
+8,310
| New | +$2.23M | 0.49% | 53 |
|
|
2024
Q2 | $2.15M | Sell |
8,348
-7,621
| -48% | -$1.96M | 0.54% | 48 |
|
|
2024
Q1 | $4.51M | Sell |
15,969
-99,334
| -86% | -$28M | 0.6% | 40 |
|
|
2023
Q4 | $93.5M | Buy |
115,303
+8,004
| +7% | +$6.49M | 0.99% | 37 |
|
|
2023
Q3 | $91.4M | Buy |
107,299
+102,331
| +2,060% | +$87.2M | 1.01% | 35 |
|
|
2023
Q2 | $1.83K | Buy |
4,968
+215
| +5% | +$79 | 0.01% | 667 |
|
|
2023
Q1 | $939 | Buy |
4,753
+3,468
| +270% | +$685 | 0.03% | 367 |
|
|
2022
Q4 | $314 | Buy |
1,285
+125
| +11% | +$31 | ﹤0.01% | 868 |
|
|
2022
Q3 | $167 | Sell |
1,160
-2,254
| -66% | -$324 | 0.01% | 578 |
|
|
2022
Q2 | $551 | Buy |
3,414
+2,311
| +210% | +$373 | 0.02% | 375 |
|
|
2022
Q1 | $227 | Sell |
1,103
-2,881
| -72% | -$593 | 0.01% | 552 |
|
|
2021
Q4 | $658 | Buy |
3,984
+1,552
| +64% | +$256 | 0.01% | 446 |
|
|
2021
Q3 | $940K | Sell |
2,432
-2,819
| -54% | -$1.09M | 0.44% | 39 |
|
|
2021
Q2 | $1.28M | Buy |
5,251
+535
| +11% | +$131K | 0.46% | 52 |
|
|
2021
Q1 | $1.11K | Buy |
4,716
+2,146
| +84% | +$503 | 0.02% | 284 |
|
|
2020
Q4 | $563K | Buy |
+2,570
| New | +$563K | 0.52% | 51 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$163K | – | 1163 |
|
|
2019
Q4 | $163K | Hold |
11
| – | – | 0.11% | 162 |
|
|
2019
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 871 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 876 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 917 |
|
|
2018
Q3 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 1098 |
|
|
2018
Q2 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 963 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1097 |
|