GMA
Glassy Mountain Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
12,897
+11,673
| +954% | +$3.18M | 1.13% | 34 |
|
|
2025
Q1 | $328K | Hold |
1,224
| – | – | 0.12% | 52 |
|
|
2024
Q4 | $409K | Hold |
1,224
| – | – | 0.14% | 47 |
|
|
2024
Q3 | $335K | Sell |
1,224
-20
| -2% | -$5.47K | 0.12% | 51 |
|
|
2024
Q2 | $320K | Buy |
1,244
+20
| +2% | +$5.14K | 0.12% | 46 |
|
|
2024
Q1 | $369K | Hold |
1,224
| – | – | 0.14% | 45 |
|
|
2023
Q4 | $322K | Hold |
1,224
| – | – | 0.13% | 46 |
|
|
2023
Q3 | $249K | Hold |
1,224
| – | – | 0.12% | 50 |
|
|
2023
Q2 | $259K | Buy |
+1,224
| New | +$259K | 0.12% | 55 |
|
|
2023
Q1 | – | Sell |
-1,255
| Closed | -$166K | – | 59 |
|
|
2022
Q4 | $166K | Buy |
+1,255
| New | +$166K | 0.09% | 67 |
|
|
2022
Q2 | $202K | Hold |
1,224
| – | – | 0.12% | 65 |
|
|
2022
Q1 | $260K | Hold |
1,224
| – | – | 0.13% | 60 |
|
|
2021
Q4 | $311K | Buy |
+1,224
| New | +$311K | 0.16% | 58 |
|