LA
LM Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
18,107
+522
| +3% | +$142K | 0.64% | 23 |
|
|
2025
Q1 | $4.72M | Buy |
17,585
+207
| +1% | +$55.5K | 0.85% | 21 |
|
|
2024
Q4 | $5.82M | Buy |
17,378
+2,005
| +13% | +$671K | 1.04% | 18 |
|
|
2024
Q3 | $4.21M | Sell |
15,373
-5,241
| -25% | -$1.43M | 0.86% | 24 |
|
|
2024
Q2 | $2.93B | Sell |
20,614
-3,476
| -14% | -$495M | 4.74% | 3 |
|
|
2024
Q1 | $7.26M | Sell |
24,090
-10,706
| -31% | -$3.22M | 1.15% | 15 |
|
|
2023
Q4 | $9.16M | Buy |
+34,796
| New | +$9.16M | 1.84% | 10 |
|