GA
Geller Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $652K | Buy |
1,947
+93
| +5% | +$31.1K | 0.04% | 103 |
|
|
2024
Q3 | $508K | Buy |
1,854
+84
| +5% | +$23K | 0.04% | 139 |
|
|
2024
Q2 | $455K | Sell |
1,770
-51
| -3% | -$13.1K | 0.03% | 152 |
|
|
2024
Q1 | $549K | Buy |
1,821
+134
| +8% | +$40.4K | 0.04% | 127 |
|
|
2023
Q4 | $444K | Buy |
1,687
+68
| +4% | +$17.9K | 0.04% | 148 |
|
|
2023
Q3 | $328K | Sell |
1,619
-2,936
| -64% | -$595K | 0.04% | 176 |
|
|
2023
Q2 | $962K | Buy |
4,555
+3,022
| +197% | +$638K | 0.12% | 56 |
|
|
2023
Q1 | $306K | Buy |
+1,533
| New | +$306K | 0.05% | 117 |
|
|
2022
Q4 | – | Sell |
-1,793
| Closed | -$258K | – | 154 |
|
|
2022
Q3 | $258K | Sell |
1,793
-959
| -35% | -$138K | 0.06% | 97 |
|
|
2022
Q2 | $454K | Buy |
2,752
+54
| +2% | +$8.91K | 0.09% | 56 |
|
|
2022
Q1 | $573K | Buy |
2,698
+108
| +4% | +$22.9K | 0.11% | 50 |
|
|
2021
Q4 | $658K | Buy |
2,590
+11
| +0.4% | +$2.8K | 0.13% | 45 |
|
|
2021
Q3 | $699K | Buy |
2,579
+415
| +19% | +$112K | 0.15% | 43 |
|
|
2021
Q2 | $529K | Sell |
2,164
-3
| -0.1% | -$733 | 0.11% | 50 |
|
|
2021
Q1 | $459K | Buy |
2,167
+395
| +22% | +$83.7K | 0.11% | 52 |
|
|
2020
Q4 | $484K | Hold |
1,772
| – | – | 0.12% | 45 |
|
|
2020
Q3 | $445K | Buy |
1,772
+8
| +0.5% | +$2.01K | 0.13% | 39 |
|
|
2020
Q2 | $330K | Buy |
+1,764
| New | +$330K | 0.1% | 50 |
|