First Foundation Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $389K | Buy |
|
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|
2024
Q2 | $146K | Sell |
|
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|
2024
Q1 | $249K | Buy |
|
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $719K | Sell |
|
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|
2022
Q4 | $671K | Sell |
|
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $5.43M | Sell |
|
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|
2021
Q4 | $17.1M | Sell |
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|
2021
Q3 | $29.5M | Buy |
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|
2021
Q2 | $25.3M | Buy |
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|
2021
Q1 | $21.7M | Sell |
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|
2020
Q4 | $22.9M | Buy |
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|
2020
Q3 | $25.5M | Buy |
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|
2020
Q2 | $19M | Sell |
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|
2020
Q1 | $25.4M | Buy |
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|
2019
Q4 | $22.6M | Buy |
|
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|
2019
Q3 | $7.27M | Buy |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $901K | Buy |
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|
2018
Q3 | $209K | Buy |
|