LA
Latitude Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-782
| Closed | -$262K | – | 191 |
|
|
2024
Q4 | $262K | Buy |
782
+18
| +2% | +$6.02K | 0.15% | 148 |
|
|
2024
Q3 | $209K | Buy |
+764
| New | +$209K | 0.12% | 182 |
|
|
2024
Q2 | – | Sell |
-669
| Closed | -$201K | – | 184 |
|
|
2024
Q1 | $201K | Buy |
+669
| New | +$201K | 0.13% | 177 |
|
|
2022
Q2 | – | Sell |
-1,606
| Closed | -$341K | – | 170 |
|
|
2022
Q1 | $341K | Buy |
1,606
+338
| +27% | +$71.8K | 0.08% | 235 |
|
|
2021
Q4 | $322K | Buy |
1,268
+26
| +2% | +$6.6K | 0.09% | 214 |
|
|
2021
Q3 | $337K | Buy |
+1,242
| New | +$337K | 0.11% | 189 |
|