GGA
Granite Group Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
872
| – | – | 0.14% | 69 |
|
|
2025
Q1 | $234K | Hold |
872
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $292K | Sell |
872
-11
| -1% | -$3.68K | 0.19% | 56 |
|
|
2024
Q3 | $242K | Hold |
883
| – | – | 0.16% | 71 |
|
|
2024
Q2 | $227K | Sell |
883
-1,281
| -59% | -$329K | 0.17% | 74 |
|
|
2024
Q1 | $652K | Hold |
2,164
| – | – | 0.44% | 35 |
|
|
2023
Q4 | $662K | Buy |
+2,164
| New | +$662K | 0.47% | 35 |
|