FRA
Frank Rimerman Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
16,554
-886
| -5% | -$242K | 0.3% | 51 |
|
|
2025
Q1 | $4.68M | Sell |
17,440
-637
| -4% | -$171K | 0.37% | 41 |
|
|
2024
Q4 | $6.04M | Buy |
18,077
+1,274
| +8% | +$426K | 0.44% | 31 |
|
|
2024
Q3 | $4.6M | Buy |
16,803
+909
| +6% | +$249K | 0.33% | 45 |
|
|
2024
Q2 | $4.09M | Buy |
15,894
+14,450
| +1,001% | +$3.72M | 0.29% | 51 |
|
|
2024
Q1 | $435K | Hold |
1,444
| – | – | 0.08% | 65 |
|
|
2023
Q4 | $380K | Hold |
1,444
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $293K | Hold |
1,444
| – | – | 0.07% | 77 |
|
|
2023
Q2 | $305K | Hold |
1,444
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $288K | Buy |
+1,444
| New | +$288K | 0.08% | 83 |
|
|
2022
Q4 | – | Sell |
-1,444
| Closed | -$208K | – | 97 |
|
|
2022
Q3 | $208K | Buy |
+1,444
| New | +$208K | 0.07% | 88 |
|