KAS
KPP Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
11,698
+1,340
| +13% | +$365K | 0.53% | 50 |
|
|
2025
Q1 | $2.78M | Buy |
10,358
+2,983
| +40% | +$801K | 0.53% | 48 |
|
|
2024
Q4 | $2.47M | Buy |
7,375
+36
| +0.5% | +$12K | 0.58% | 45 |
|
|
2024
Q3 | $2.01M | Buy |
7,339
+418
| +6% | +$114K | 0.48% | 56 |
|
|
2024
Q2 | $1.78M | Buy |
6,921
+487
| +8% | +$125K | 0.47% | 50 |
|
|
2024
Q1 | $1.94M | Buy |
6,434
+460
| +8% | +$139K | 0.53% | 47 |
|
|
2023
Q4 | $1.57M | Buy |
5,974
+457
| +8% | +$120K | 1.38% | 13 |
|
|
2023
Q3 | $1.12M | Buy |
+5,517
| New | +$1.12M | 0.37% | 58 |
|