JWCA
J.W. Coons Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
2,078
+200
| +11% | +$54.5K | 0.13% | 146 |
|
|
2025
Q1 | $504K | Buy |
1,878
+255
| +16% | +$68.4K | 0.13% | 143 |
|
|
2024
Q4 | $543K | Sell |
1,623
-105
| -6% | -$35.1K | 0.14% | 137 |
|
|
2024
Q3 | $473K | Buy |
1,728
+26
| +2% | +$7.12K | 0.12% | 158 |
|
|
2024
Q2 | $438K | Buy |
1,702
+421
| +33% | +$108K | 0.11% | 155 |
|
|
2024
Q1 | $386K | Buy |
+1,281
| New | +$386K | 0.09% | 174 |
|