KA
Kozak & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
2,574
+3
| +0.1% | +$813 | 0.14% | 35 |
|
|
2025
Q1 | $654K | Buy |
2,571
+41
| +2% | +$10.4K | 0.16% | 32 |
|
|
2024
Q4 | $842K | Buy |
2,530
+10
| +0.4% | +$3.33K | 0.19% | 28 |
|
|
2024
Q3 | $733K | Buy |
2,520
+5
| +0.2% | +$1.45K | 0.17% | 30 |
|
|
2024
Q2 | $656K | Hold |
2,515
| – | – | 0.16% | 27 |
|
|
2024
Q1 | $716K | Buy |
2,515
+3
| +0.1% | +$854 | 0.19% | 28 |
|
|
2023
Q4 | $676K | Buy |
2,512
+4
| +0.2% | +$1.08K | 0.21% | 31 |
|
|
2023
Q3 | $520K | Buy |
2,508
+81
| +3% | +$16.8K | 0.19% | 40 |
|
|
2023
Q2 | $514K | Hold |
2,427
| – | – | 0.21% | 42 |
|
|
2023
Q1 | $485K | Buy |
2,427
+1,252
| +107% | +$250K | 0.22% | 42 |
|
|
2022
Q4 | $156K | Buy |
1,175
+20
| +2% | +$2.66K | 0.08% | 88 |
|
|
2022
Q3 | $165K | Buy |
1,155
+443
| +62% | +$63.3K | 0.1% | 84 |
|
|
2022
Q2 | $118K | Hold |
712
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $143K | Hold |
712
| – | – | 0.09% | 93 |
|
|
2021
Q4 | $143K | Sell |
712
-34
| -5% | -$6.83K | 0.09% | 93 |
|
|
2021
Q3 | $228K | Buy |
+746
| New | +$228K | 0.13% | 73 |
|