GA
GFS Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,244
+75
| +6% | +$20.4K | 0.05% | 133 |
|
|
2025
Q1 | $314K | Sell |
1,169
-4
| -0.3% | -$1.07K | 0.06% | 106 |
|
|
2024
Q4 | $392K | Buy |
+1,173
| New | +$392K | 0.06% | 125 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$950K | – | 126 |
|
|
2024
Q2 | $950K | Sell |
300
-501
| -63% | -$1.59M | 0.15% | 92 |
|
|
2024
Q1 | $241K | Sell |
801
-19
| -2% | -$5.72K | 0.04% | 130 |
|
|
2023
Q4 | $216K | Buy |
+820
| New | +$216K | 0.03% | 145 |
|
|
2022
Q1 | – | Sell |
-827
| Closed | -$210K | – | 157 |
|
|
2021
Q4 | $210K | Sell |
827
-310
| -27% | -$78.7K | 0.03% | 165 |
|
|
2021
Q3 | $308K | Buy |
1,137
+150
| +15% | +$40.6K | 0.07% | 140 |
|
|
2021
Q2 | $241K | Hold |
987
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $209K | Sell |
987
-100
| -9% | -$21.2K | 0.05% | 129 |
|
|
2020
Q4 | $242K | Buy |
+1,087
| New | +$242K | 0.06% | 114 |
|
|
2020
Q3 | – | Sell |
-1,118
| Closed | -$209K | – | 121 |
|
|
2020
Q2 | $209K | Buy |
+1,118
| New | +$209K | 0.06% | 114 |
|