LTAS
Linden Thomas Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
20,996
+136
| +0.7% | +$37.1K | 0.63% | 23 |
|
|
2025
Q1 | $5.6M | Buy |
20,860
+814
| +4% | +$218K | 0.72% | 11 |
|
|
2024
Q4 | $6.7M | Buy |
20,046
+891
| +5% | +$298K | 0.85% | 8 |
|
|
2024
Q3 | $5.24M | Buy |
19,155
+922
| +5% | +$252K | 0.72% | 8 |
|
|
2024
Q2 | $4.69M | Sell |
18,233
-3,745
| -17% | -$963K | 0.72% | 8 |
|
|
2024
Q1 | $6.62M | Buy |
21,978
+1,262
| +6% | +$380K | 1.06% | 4 |
|
|
2023
Q4 | $5.45M | Buy |
20,716
+1,488
| +8% | +$392K | 1.02% | 2 |
|
|
2023
Q3 | $3.9M | Buy |
19,228
+2,479
| +15% | +$503K | 0.87% | 3 |
|
|
2023
Q2 | $3.54M | Buy |
16,749
+629
| +4% | +$133K | 0.79% | 14 |
|
|
2023
Q1 | $3.22M | Buy |
16,120
+808
| +5% | +$161K | 0.8% | 14 |
|
|
2022
Q4 | $2.03M | Buy |
+15,312
| New | +$2.03M | 0.57% | 30 |
|