LIA
LBMC Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
1,066
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $286K | Sell |
1,066
-500
| -32% | -$134K | 0.02% | 165 |
|
|
2024
Q4 | $524K | Sell |
1,566
-80
| -5% | -$26.7K | 0.04% | 113 |
|
|
2024
Q3 | $451K | Hold |
1,646
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $423K | Buy |
+1,646
| New | +$423K | 0.04% | 115 |
|
|
2022
Q2 | – | Sell |
-1,030
| Closed | -$219K | – | 150 |
|
|
2022
Q1 | $219K | Buy |
1,030
+9
| +0.9% | +$1.91K | 0.02% | 149 |
|
|
2021
Q4 | $259K | Sell |
1,021
-28,505
| -97% | -$7.23M | 0.02% | 144 |
|
|
2021
Q3 | $277 | Buy |
29,526
+27,579
| +1,416% | +$259 | 0.03% | 131 |
|
|
2021
Q2 | $476K | Buy |
1,947
+51
| +3% | +$12.5K | 0.05% | 93 |
|
|
2021
Q1 | $402K | Hold |
1,896
| – | – | 0.04% | 92 |
|
|
2020
Q4 | $422K | Buy |
1,896
+25
| +1% | +$5.56K | 0.05% | 81 |
|
|
2020
Q3 | $470K | Buy |
+1,871
| New | +$470K | 0.07% | 67 |
|
|
2020
Q2 | – | Sell |
-2,105
| Closed | -$303K | – | 105 |
|
|
2020
Q1 | $303K | Buy |
+2,105
| New | +$303K | 0.06% | 69 |
|