LGA
Lebenthal Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,948
-258
| -6% | -$70.4K | 0.2% | 75 |
|
|
2025
Q1 | $1.13M | Sell |
4,206
-695
| -14% | -$187K | 0.21% | 67 |
|
|
2024
Q4 | $1.64M | Buy |
4,901
+403
| +9% | +$135K | 0.3% | 51 |
|
|
2024
Q3 | $1.23M | Buy |
4,498
+361
| +9% | +$98.8K | 0.25% | 57 |
|
|
2024
Q2 | $1.06M | Buy |
4,137
+160
| +4% | +$41.1K | 0.23% | 59 |
|
|
2024
Q1 | $1.2M | Buy |
3,977
+423
| +12% | +$127K | 0.27% | 43 |
|
|
2023
Q4 | $935K | Buy |
+3,554
| New | +$935K | 0.22% | 58 |
|
|
2023
Q1 | – | Sell |
-1,644
| Closed | -$218K | – | 119 |
|
|
2022
Q4 | $218K | Buy |
1,644
+40
| +2% | +$5.3K | 0.07% | 123 |
|
|
2022
Q3 | $230K | Sell |
1,604
-157
| -9% | -$22.5K | 0.11% | 105 |
|
|
2022
Q2 | $290K | Buy |
1,761
+345
| +24% | +$56.8K | 0.14% | 102 |
|
|
2022
Q1 | $300K | Buy |
1,416
+108
| +8% | +$22.9K | 0.13% | 116 |
|
|
2021
Q4 | $332K | Buy |
+1,308
| New | +$332K | 0.13% | 119 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$28K | – | 212 |
|
|
2020
Q4 | $28K | Buy |
+130
| New | +$28K | 0.02% | 342 |
|