GC
Garde Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
16,535
-1,595
| -9% | -$435K | 0.24% | 58 |
|
|
2025
Q1 | $4.87M | Buy |
18,130
+1,155
| +7% | +$310K | 0.27% | 56 |
|
|
2024
Q4 | $5.68M | Sell |
16,975
-719
| -4% | -$240K | 0.37% | 42 |
|
|
2024
Q3 | $4.84M | Sell |
17,694
-512
| -3% | -$140K | 0.32% | 47 |
|
|
2024
Q2 | $4.68M | Sell |
18,206
-994
| -5% | -$256K | 0.33% | 47 |
|
|
2024
Q1 | $5.78M | Sell |
19,200
-453
| -2% | -$136K | 0.4% | 42 |
|
|
2023
Q4 | $5.17M | Sell |
19,653
-993
| -5% | -$261K | 0.39% | 44 |
|
|
2023
Q3 | $4.19M | Sell |
20,646
-471
| -2% | -$95.5K | 0.36% | 43 |
|
|
2023
Q2 | $4.46M | Sell |
21,117
-2
| -0% | -$423 | 0.37% | 43 |
|
|
2023
Q1 | $4.22M | Buy |
21,119
+2,763
| +15% | +$552K | 0.46% | 40 |
|
|
2022
Q4 | $2.43M | Sell |
18,356
-3,603
| -16% | -$478K | 0.29% | 46 |
|
|
2022
Q3 | $3.16M | Sell |
21,959
-699
| -3% | -$101K | 0.41% | 43 |
|
|
2022
Q2 | $3.74M | Sell |
22,658
-3,530
| -13% | -$583K | 0.46% | 37 |
|
|
2022
Q1 | $5.56M | Sell |
26,188
-73
| -0.3% | -$15.5K | 0.57% | 35 |
|
|
2021
Q4 | $6.67M | Buy |
26,261
+506
| +2% | +$129K | 0.65% | 30 |
|
|
2021
Q3 | $6.99M | Sell |
25,755
-948
| -4% | -$257K | 0.72% | 28 |
|
|
2021
Q2 | $6.52M | Sell |
26,703
-983
| -4% | -$240K | 0.67% | 31 |
|
|
2021
Q1 | $5.87M | Buy |
27,686
+586
| +2% | +$124K | 0.68% | 28 |
|
|
2020
Q4 | $6.03M | Buy |
27,100
+700
| +3% | +$156K | 0.73% | 26 |
|
|
2020
Q3 | $6.64M | Buy |
26,400
+102
| +0.4% | +$25.6K | 1% | 23 |
|
|
2020
Q2 | $4.93M | Buy |
26,298
+10,367
| +65% | +$1.94M | 0.71% | 28 |
|
|
2020
Q1 | $2.29M | Sell |
15,931
-3,787
| -19% | -$545K | 0.4% | 38 |
|
|
2019
Q4 | $3.21M | Sell |
19,718
-1,064
| -5% | -$173K | 0.47% | 35 |
|
|
2019
Q3 | $3.09M | Buy |
+20,782
| New | +$3.09M | 0.48% | 35 |
|