FCA
FLC Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,723
+2,023
| +55% | +$552K | 0.32% | 52 |
|
|
2025
Q1 | $993K | Buy |
3,700
+300
| +9% | +$80.5K | 0.22% | 64 |
|
|
2024
Q4 | $1.14M | Hold |
3,400
| – | – | 0.26% | 60 |
|
|
2024
Q3 | $931K | Buy |
3,400
+88
| +3% | +$24.1K | 0.21% | 66 |
|
|
2024
Q2 | $852K | Buy |
3,312
+112
| +4% | +$28.8K | 0.21% | 64 |
|
|
2024
Q1 | $964K | Hold |
3,200
| – | – | 0.24% | 57 |
|
|
2023
Q4 | $842K | Buy |
3,200
+418
| +15% | +$110K | 0.23% | 65 |
|
|
2023
Q3 | $564K | Sell |
2,782
-114
| -4% | -$23.1K | 0.17% | 82 |
|
|
2023
Q2 | $612K | Hold |
2,896
| – | – | 0.18% | 79 |
|
|
2023
Q1 | $579K | Hold |
2,896
| – | – | 0.18% | 86 |
|
|
2022
Q4 | $384K | Sell |
2,896
-1,148
| -28% | -$152K | 0.12% | 109 |
|
|
2022
Q3 | $582K | Sell |
4,044
-499
| -11% | -$71.8K | 0.2% | 85 |
|
|
2022
Q2 | $750K | Buy |
4,543
+100
| +2% | +$16.5K | 0.25% | 77 |
|
|
2022
Q1 | $943K | Buy |
4,443
+16
| +0.4% | +$3.4K | 0.26% | 79 |
|
|
2021
Q4 | $1.13M | Sell |
4,427
-327
| -7% | -$83.1K | 0.31% | 75 |
|
|
2021
Q3 | $1.29M | Sell |
4,754
-5
| -0.1% | -$1.36K | 0.38% | 65 |
|
|
2021
Q2 | $1.16M | Hold |
4,759
| – | – | 0.34% | 71 |
|
|
2021
Q1 | $1.01M | Buy |
4,759
+347
| +8% | +$73.5K | 0.32% | 74 |
|
|
2020
Q4 | $982K | Buy |
4,412
+245
| +6% | +$54.5K | 0.33% | 68 |
|
|
2020
Q3 | $1.07M | Sell |
4,167
-1,100
| -21% | -$282K | 0.39% | 57 |
|
|
2020
Q2 | $1.04M | Buy |
5,267
+60
| +1% | +$11.9K | 0.41% | 54 |
|
|
2020
Q1 | $699K | Buy |
5,207
+1,600
| +44% | +$215K | 0.32% | 50 |
|
|
2019
Q4 | $587K | Buy |
3,607
+727
| +25% | +$118K | 0.24% | 57 |
|
|
2019
Q3 | $428K | Buy |
2,880
+384
| +15% | +$57.1K | 0.18% | 69 |
|
|
2019
Q2 | $381K | Hold |
2,496
| – | – | 0.16% | 78 |
|
|
2019
Q1 | $395K | Buy |
2,496
+316
| +14% | +$50K | 0.18% | 65 |
|
|
2018
Q4 | $299K | Buy |
+2,180
| New | +$299K | 0.2% | 67 |
|