GEA
Glen Eagle Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
7,794
+1,289
| +20% | +$351K | 0.33% | 58 |
|
|
2025
Q1 | $1.75M | Buy |
6,505
+1,346
| +26% | +$361K | 0.29% | 64 |
|
|
2024
Q4 | $1.72M | Buy |
5,159
+476
| +10% | +$159K | 0.29% | 67 |
|
|
2024
Q3 | $1.28M | Buy |
4,683
+1,037
| +28% | +$284K | 0.22% | 84 |
|
|
2024
Q2 | $937K | Buy |
3,646
+18
| +0.5% | +$4.63K | 0.17% | 102 |
|
|
2024
Q1 | $1.09M | Buy |
3,628
+13
| +0.4% | +$3.92K | 0.21% | 90 |
|
|
2023
Q4 | $951K | Sell |
3,615
-171
| -5% | -$45K | 0.2% | 97 |
|
|
2023
Q3 | $768K | Sell |
3,786
-23
| -0.6% | -$4.66K | 0.18% | 101 |
|
|
2023
Q2 | $805K | Buy |
3,809
+13
| +0.3% | +$2.75K | 0.19% | 97 |
|
|
2023
Q1 | $758K | Buy |
3,796
+110
| +3% | +$22K | 0.19% | 100 |
|
|
2022
Q4 | $489K | Sell |
3,686
-176
| -5% | -$23.3K | 0.13% | 132 |
|
|
2022
Q3 | $556K | Sell |
3,862
-122
| -3% | -$17.5K | 0.16% | 115 |
|
|
2022
Q2 | $658K | Sell |
3,984
-135
| -3% | -$22.3K | 0.18% | 110 |
|
|
2022
Q1 | $875K | Buy |
4,119
+218
| +6% | +$46.3K | 0.23% | 95 |
|
|
2021
Q4 | $991K | Buy |
3,901
+366
| +10% | +$93K | 0.26% | 86 |
|
|
2021
Q3 | $959K | Sell |
3,535
-22
| -0.6% | -$5.97K | 0.28% | 74 |
|
|
2021
Q2 | $869K | Buy |
3,557
+151
| +4% | +$36.9K | 0.27% | 87 |
|
|
2021
Q1 | $722K | Buy |
3,406
+213
| +7% | +$45.1K | 0.25% | 89 |
|
|
2020
Q4 | $711K | Buy |
3,193
+482
| +18% | +$107K | 0.28% | 74 |
|
|
2020
Q3 | $681K | Buy |
2,711
+70
| +3% | +$17.6K | 0.31% | 74 |
|
|
2020
Q2 | $495K | Buy |
2,641
+467
| +21% | +$87.5K | 0.25% | 85 |
|
|
2020
Q1 | $313K | Sell |
2,174
-36
| -2% | -$5.18K | 0.22% | 100 |
|
|
2019
Q4 | $359K | Hold |
2,210
| – | – | 0.19% | 109 |
|
|
2019
Q3 | $328K | Sell |
2,210
-14
| -0.6% | -$2.08K | 0.22% | 96 |
|
|
2019
Q2 | $337K | Hold |
2,224
| – | – | 0.23% | 96 |
|
|
2019
Q1 | $352K | Buy |
2,224
+25
| +1% | +$3.96K | 0.26% | 89 |
|
|
2018
Q4 | $301K | Buy |
2,199
+1,605
| +270% | +$220K | 0.25% | 86 |
|
|
2018
Q3 | $94.5K | Buy |
594
+14
| +2% | +$2.23K | 0.07% | 208 |
|
|
2018
Q2 | $79.1K | Buy |
580
+8
| +1% | +$1.09K | 0.06% | 223 |
|
|
2018
Q1 | $66.5K | Buy |
572
+12
| +2% | +$1.4K | 0.05% | 228 |
|
|
2017
Q4 | $57.2K | Buy |
560
+68
| +14% | +$6.95K | 0.05% | 233 |
|
|
2017
Q3 | $46K | Buy |
492
+12
| +3% | +$1.12K | 0.04% | 246 |
|
|
2017
Q2 | $41.6K | Hold |
480
| – | – | 0.03% | 232 |
|
|
2017
Q1 | $39.6K | Hold |
480
| – | – | 0.03% | 223 |
|
|
2016
Q4 | $32.9K | Buy |
+480
| New | +$32.9K | 0.03% | 235 |
|