KIA
Kraematon Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Buy |
3,466
+3
| +0.1% | +$818 | 0.89% | 34 |
|
|
2025
Q1 | $929K | Sell |
3,463
-34
| -1% | -$9.13K | 0.95% | 32 |
|
|
2024
Q4 | $1.17M | Sell |
3,497
-117
| -3% | -$39.1K | 1.16% | 30 |
|
|
2024
Q3 | $989K | Sell |
3,614
-109
| -3% | -$29.8K | 0.97% | 36 |
|
|
2024
Q2 | $957K | Buy |
3,723
+417
| +13% | +$107K | 0.97% | 35 |
|
|
2024
Q1 | $996K | Sell |
3,306
-110
| -3% | -$33.1K | 1% | 32 |
|
|
2023
Q4 | $899K | Hold |
3,416
| – | – | 0.99% | 31 |
|
|
2023
Q3 | $693K | Hold |
3,416
| – | – | 0.85% | 41 |
|
|
2023
Q2 | $722K | Sell |
3,416
-185
| -5% | -$39.1K | 0.79% | 44 |
|
|
2023
Q1 | $719K | Sell |
3,601
-200
| -5% | -$40K | 0.83% | 41 |
|
|
2022
Q4 | $504K | Buy |
3,801
+150
| +4% | +$19.9K | 0.55% | 50 |
|
|
2022
Q3 | $525K | Sell |
3,651
-150
| -4% | -$21.6K | 0.68% | 45 |
|
|
2022
Q2 | $627K | Hold |
3,801
| – | – | 0.73% | 44 |
|
|
2022
Q1 | $807K | Hold |
3,801
| – | – | 0.77% | 41 |
|
|
2021
Q4 | $966K | Buy |
+3,801
| New | +$966K | 0.87% | 36 |
|