GA
GoalVest Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
749
+82
| +12% | +$22.4K | 0.05% | 126 |
|
|
2025
Q1 | $179K | Sell |
667
-2
| -0.3% | -$537 | 0.05% | 124 |
|
|
2024
Q4 | $224K | Sell |
669
-282
| -30% | -$94.3K | 0.06% | 106 |
|
|
2024
Q3 | $260K | Buy |
951
+64
| +7% | +$17.5K | 0.07% | 95 |
|
|
2024
Q2 | $228K | Sell |
887
-45
| -5% | -$11.6K | 0.07% | 94 |
|
|
2024
Q1 | $281K | Buy |
932
+622
| +201% | +$187K | 0.09% | 89 |
|
|
2023
Q4 | $81.6K | Buy |
310
+64
| +26% | +$16.8K | 0.04% | 102 |
|
|
2023
Q3 | $49.9K | Buy |
246
+27
| +12% | +$5.48K | 0.03% | 144 |
|
|
2023
Q2 | $46.3K | Hold |
219
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $43.8K | Sell |
219
-72
| -25% | -$14.4K | 0.03% | 120 |
|
|
2022
Q4 | $38.6K | Hold |
291
| – | – | 0.02% | 120 |
|
|
2022
Q3 | $42K | Sell |
291
-4,032
| -93% | -$582K | 0.03% | 121 |
|
|
2022
Q2 | $744K | Sell |
4,323
-3
| -0.1% | -$516 | 0.47% | 71 |
|
|
2022
Q1 | $918K | Buy |
+4,326
| New | +$918K | 0.52% | 54 |
|
|
2021
Q2 | $980K | Sell |
4,010
-4,688
| -54% | -$1.15M | 0.61% | 49 |
|
|
2021
Q1 | $1.84M | Buy |
8,698
+1,824
| +27% | +$386K | 1.37% | 18 |
|
|
2020
Q4 | $1.53M | Buy |
+6,874
| New | +$1.53M | 1.29% | 22 |
|