GIA
GHP Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
194
+30
| +18% | +$8.2K | ﹤0.01% | 512 |
|
|
2025
Q1 | $44.1K | Sell |
164
-71
| -30% | -$19.1K | ﹤0.01% | 515 |
|
|
2024
Q4 | $78.6K | Sell |
235
-24
| -9% | -$8.02K | ﹤0.01% | 460 |
|
|
2024
Q3 | $70.9K | Buy |
259
+53
| +26% | +$14.5K | ﹤0.01% | 479 |
|
|
2024
Q2 | $53K | Buy |
206
+57
| +38% | +$14.7K | ﹤0.01% | 498 |
|
|
2024
Q1 | $44.9K | Hold |
149
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $39.2K | Sell |
149
-66
| -31% | -$17.4K | ﹤0.01% | 511 |
|
|
2023
Q3 | $44K | Hold |
215
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $44.9K | Hold |
215
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $43K | Sell |
215
-55
| -20% | -$11K | ﹤0.01% | 504 |
|
|
2022
Q4 | $35.8K | Buy |
270
+63
| +30% | +$8.35K | ﹤0.01% | 528 |
|
|
2022
Q3 | $30K | Buy |
207
+110
| +113% | +$15.9K | ﹤0.01% | 533 |
|
|
2022
Q2 | $16K | Sell |
97
-475
| -83% | -$78.4K | ﹤0.01% | 608 |
|
|
2022
Q1 | $121K | Buy |
+572
| New | +$121K | 0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-1,456
| Closed | -$210K | – | 269 |
|
|
2020
Q1 | $210K | Buy |
+1,456
| New | +$210K | 0.03% | 268 |
|