GAA
Global Assets Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
+5,800
| New | +$1.58M | 0.62% | 39 |
|
|
2024
Q4 | – | Sell |
-2,072
| Closed | -$561K | – | 154 |
|
|
2024
Q3 | $561K | Buy |
+2,072
| New | +$561K | 0.31% | 75 |
|
|
2024
Q2 | – | Sell |
-28,412
| Closed | -$94K | – | 152 |
|
|
2024
Q1 | $94K | Buy |
+28,412
| New | +$94K | ﹤0.01% | 512 |
|