NGA
Naples Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Buy |
14,501
+1,381
| +11% | +$377K | 0.34% | 85 |
|
|
2025
Q1 | $3.52M | Buy |
13,120
+1,607
| +14% | +$431K | 0.33% | 89 |
|
|
2024
Q4 | $3.85M | Buy |
11,513
+927
| +9% | +$310K | 0.36% | 80 |
|
|
2024
Q3 | $2.9M | Buy |
10,586
+3,555
| +51% | +$974K | 0.27% | 105 |
|
|
2024
Q2 | $1.81M | Buy |
7,031
+4,375
| +165% | +$1.12M | 0.18% | 151 |
|
|
2024
Q1 | $801K | Hold |
2,656
| – | – | 0.08% | 239 |
|
|
2023
Q4 | $699K | Buy |
2,656
+99
| +4% | +$26.1K | 0.08% | 247 |
|
|
2023
Q3 | $519K | Buy |
2,557
+363
| +17% | +$73.6K | 0.06% | 271 |
|
|
2023
Q2 | $464K | Buy |
2,194
+321
| +17% | +$67.8K | 0.05% | 287 |
|
|
2023
Q1 | $374K | Sell |
1,873
-36
| -2% | -$7.19K | 0.05% | 308 |
|
|
2022
Q4 | $253K | Buy |
1,909
+341
| +22% | +$45.2K | 0.03% | 351 |
|
|
2022
Q3 | $226K | Buy |
1,568
+189
| +14% | +$27.2K | 0.03% | 347 |
|
|
2022
Q2 | $228K | Buy |
1,379
+233
| +20% | +$38.5K | 0.03% | 355 |
|
|
2022
Q1 | $243K | Sell |
1,146
-75
| -6% | -$15.9K | 0.03% | 369 |
|
|
2021
Q4 | $310K | Hold |
1,221
| – | – | 0.04% | 337 |
|
|
2021
Q3 | $331K | Buy |
1,221
+6
| +0.5% | +$1.63K | 0.04% | 319 |
|
|
2021
Q2 | $297K | Sell |
1,215
-50
| -4% | -$12.2K | 0.04% | 327 |
|
|
2021
Q1 | $268K | Buy |
1,265
+50
| +4% | +$10.6K | 0.04% | 326 |
|
|
2020
Q4 | $270K | Hold |
1,215
| – | – | 0.05% | 316 |
|
|
2020
Q3 | $305K | Sell |
1,215
-260
| -18% | -$65.3K | 0.06% | 278 |
|
|
2020
Q2 | $276K | Hold |
1,475
| – | – | 0.06% | 287 |
|
|
2020
Q1 | $212K | Buy |
+1,475
| New | +$212K | 0.06% | 290 |
|