LA
LexAurum Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,017
| Closed | -$273K | – | 364 |
|
|
2025
Q1 | $273K | Sell |
1,017
-51
| -5% | -$13.7K | 0.05% | 288 |
|
|
2024
Q4 | $357K | Buy |
1,068
+270
| +34% | +$90.3K | 0.07% | 237 |
|
|
2024
Q3 | $218K | Sell |
798
-214
| -21% | -$58.5K | 0.05% | 285 |
|
|
2024
Q2 | $260K | Sell |
1,012
-49
| -5% | -$12.6K | 0.06% | 242 |
|
|
2024
Q1 | $320K | Hold |
1,061
| – | – | 0.08% | 214 |
|
|
2023
Q4 | $279K | Sell |
1,061
-85
| -7% | -$22.4K | 0.07% | 237 |
|
|
2023
Q3 | $232K | Buy |
+1,146
| New | +$232K | 0.07% | 246 |
|
|
2023
Q2 | – | Sell |
-1,173
| Closed | -$234K | – | 273 |
|
|
2023
Q1 | $234K | Buy |
+1,173
| New | +$234K | 0.08% | 223 |
|
|
2022
Q2 | – | Sell |
-1,184
| Closed | -$251K | – | 252 |
|
|
2022
Q1 | $251K | Sell |
1,184
-85
| -7% | -$18K | 0.08% | 214 |
|
|
2021
Q4 | $322K | Sell |
1,269
-60
| -5% | -$15.2K | 0.1% | 192 |
|
|
2021
Q3 | $360K | Sell |
1,329
-100
| -7% | -$27.1K | 0.11% | 202 |
|
|
2021
Q2 | $349K | Sell |
1,429
-100
| -7% | -$24.4K | 0.1% | 210 |
|
|
2021
Q1 | $324K | Sell |
1,529
-20
| -1% | -$4.24K | 0.11% | 191 |
|
|
2020
Q4 | $345K | Buy |
1,549
+87
| +6% | +$19.4K | 0.12% | 175 |
|
|
2020
Q3 | $367K | Buy |
1,462
+290
| +25% | +$72.8K | 0.15% | 142 |
|
|
2020
Q2 | $220K | Buy |
+1,172
| New | +$220K | 0.12% | 180 |
|