LFASL
Lugano Financial Advisors SA (LFA)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Buy |
330
+158
| +92% | +$43.1K | 0.05% | 117 |
|
|
2025
Q1 | $46.2K | Buy |
172
+110
| +177% | +$29.5K | 0.03% | 135 |
|
|
2024
Q4 | $20.7K | Hold |
62
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $17K | Hold |
62
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $15.9K | Hold |
62
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $18.7K | Hold |
62
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $16.3K | Hold |
62
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $12.6K | Sell |
62
-598
| -91% | -$121K | 0.01% | 143 |
|
|
2023
Q2 | $139K | Hold |
660
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $132K | Sell |
660
-378
| -36% | -$75.5K | 0.1% | 55 |
|
|
2022
Q4 | $138K | Sell |
1,038
-976
| -48% | -$129K | 0.1% | 68 |
|
|
2022
Q3 | $290K | Buy |
2,014
+776
| +63% | +$112K | 0.23% | 58 |
|
|
2022
Q2 | $204K | Buy |
1,238
+262
| +27% | +$43.2K | 0.14% | 60 |
|
|
2022
Q1 | $207K | Sell |
976
-272
| -22% | -$57.7K | 0.14% | 61 |
|
|
2021
Q4 | $317K | Hold |
1,248
| – | – | 0.18% | 53 |
|
|
2021
Q3 | $338K | Buy |
+1,248
| New | +$338K | 0.22% | 50 |
|