FFA
First Foundation Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
4,392
+3,058
| +229% | +$834K | 0.04% | 174 |
|
|
2025
Q1 | $358K | Sell |
1,334
-118
| -8% | -$31.7K | 0.01% | 252 |
|
|
2024
Q4 | $485K | Buy |
1,452
+30
| +2% | +$10K | 0.02% | 232 |
|
|
2024
Q3 | $389K | Buy |
1,422
+854
| +150% | +$234K | 0.01% | 258 |
|
|
2024
Q2 | $146K | Sell |
568
-260
| -31% | -$66.8K | 0.01% | 345 |
|
|
2024
Q1 | $249K | Buy |
828
+228
| +38% | +$68.7K | 0.01% | 310 |
|
|
2023
Q4 | $158K | Sell |
600
-2,288
| -79% | -$602K | 0.01% | 355 |
|
|
2023
Q3 | $586K | Buy |
2,888
+246
| +9% | +$49.9K | 0.03% | 234 |
|
|
2023
Q2 | $558K | Sell |
2,642
-955
| -27% | -$202K | 0.02% | 230 |
|
|
2023
Q1 | $719K | Sell |
3,597
-1,461
| -29% | -$292K | 0.03% | 201 |
|
|
2022
Q4 | $671K | Sell |
5,058
-3,027
| -37% | -$401K | 0.03% | 214 |
|
|
2022
Q3 | $1.16M | Sell |
8,085
-11,060
| -58% | -$1.59M | 0.06% | 158 |
|
|
2022
Q2 | $3.16M | Sell |
19,145
-6,431
| -25% | -$1.06M | 0.14% | 97 |
|
|
2022
Q1 | $5.43M | Sell |
25,576
-41,584
| -62% | -$8.83M | 0.2% | 76 |
|
|
2021
Q4 | $17.1M | Sell |
67,160
-41,442
| -38% | -$10.5M | 0.59% | 48 |
|
|
2021
Q3 | $29.5M | Buy |
108,602
+4,894
| +5% | +$1.33M | 1.1% | 20 |
|
|
2021
Q2 | $25.3M | Buy |
103,708
+1,237
| +1% | +$302K | 0.98% | 24 |
|
|
2021
Q1 | $21.7M | Sell |
102,471
-233
| -0.2% | -$49.4K | 0.93% | 26 |
|
|
2020
Q4 | $22.9M | Buy |
102,704
+1,306
| +1% | +$291K | 1.01% | 25 |
|
|
2020
Q3 | $25.5M | Buy |
101,398
+133
| +0.1% | +$33.4K | 1.18% | 16 |
|
|
2020
Q2 | $19M | Sell |
101,265
-74,942
| -43% | -$14M | 0.98% | 21 |
|
|
2020
Q1 | $25.4M | Buy |
176,207
+37,080
| +27% | +$5.34M | 1.55% | 12 |
|
|
2019
Q4 | $22.6M | Buy |
139,127
+90,165
| +184% | +$14.7M | 1.12% | 18 |
|
|
2019
Q3 | $7.27M | Buy |
48,962
+46,953
| +2,337% | +$6.97M | 0.39% | 54 |
|
|
2019
Q2 | $305K | Hold |
2,009
| – | – | 0.02% | 273 |
|
|
2019
Q1 | $318K | Sell |
2,009
-4,572
| -69% | -$724K | 0.02% | 258 |
|
|
2018
Q4 | $901K | Buy |
6,581
+5,269
| +402% | +$721K | 0.06% | 192 |
|
|
2018
Q3 | $209K | Buy |
+1,312
| New | +$209K | 0.01% | 326 |
|