GCA
Gradient Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
1,298
+17
| +1% | +$4.64K | 0.1% | 118 |
|
|
2025
Q1 | $344K | Buy |
1,281
+32
| +3% | +$8.59K | 0.11% | 113 |
|
|
2024
Q4 | $418K | Hold |
1,249
| – | – | 0.13% | 100 |
|
|
2024
Q3 | $342K | Buy |
1,249
+48
| +4% | +$13.1K | 0.11% | 113 |
|
|
2024
Q2 | $309K | Buy |
1,201
+6
| +0.5% | +$1.54K | 0.11% | 117 |
|
|
2024
Q1 | $360K | Buy |
1,195
+7
| +0.6% | +$2.11K | 0.13% | 113 |
|
|
2023
Q4 | $313K | Sell |
1,188
-2
| -0.2% | -$526 | 0.12% | 118 |
|
|
2023
Q3 | $241K | Buy |
1,190
+196
| +20% | +$39.7K | 0.1% | 130 |
|
|
2023
Q2 | $210K | Buy |
+994
| New | +$210K | 0.08% | 134 |
|