Guerra Pan Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,849
+400
| +7% | +$109K | 1.05% | 27 |
|
|
2025
Q1 | $1.46M | Sell |
5,449
-4
| -0.1% | -$1.07K | 1.15% | 26 |
|
|
2024
Q4 | $1.82M | Hold |
5,453
| – | – | 1.32% | 25 |
|
|
2024
Q3 | $1.49M | Hold |
5,453
| – | – | 1.19% | 28 |
|
|
2024
Q2 | $1.4M | Buy |
5,453
+975
| +22% | +$251K | 1.17% | 29 |
|
|
2024
Q1 | $1.35M | Sell |
4,478
-570
| -11% | -$172K | 1.25% | 27 |
|
|
2023
Q4 | $1.33M | Buy |
5,048
+2
| +0% | +$526 | 1.27% | 24 |
|
|
2023
Q3 | $1.02M | Hold |
5,046
| – | – | 1.18% | 30 |
|
|
2023
Q2 | $1.07M | Buy |
5,046
+7
| +0.1% | +$1.48K | 1.18% | 24 |
|
|
2023
Q1 | $1.01M | Sell |
5,039
-280
| -5% | -$55.9K | 1.26% | 23 |
|
|
2022
Q4 | $705K | Sell |
5,319
-470
| -8% | -$62.3K | 0.96% | 37 |
|
|
2022
Q3 | $870K | Hold |
5,789
| – | – | 1.27% | 25 |
|
|
2022
Q2 | $1.07M | Hold |
5,789
| – | – | 1.32% | 21 |
|
|
2022
Q1 | $1.01M | Sell |
5,789
-33
| -0.6% | -$5.76K | 1.22% | 26 |
|
|
2021
Q4 | $1.48M | Buy |
+5,822
| New | +$1.48M | 1.47% | 19 |
|