NAAA
New Age Alpha Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
42,417
+7,678
| +22% | +$2.09M | 0.51% | 32 |
|
|
2025
Q1 | $9.32M | Buy |
34,739
+24,540
| +241% | +$6.59M | 0.42% | 48 |
|
|
2024
Q4 | $3.41M | Buy |
10,199
+10,164
| +29,040% | +$3.4M | 0.14% | 209 |
|
|
2024
Q3 | $9.58K | Hold |
35
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $9K | Sell |
35
-5,965
| -99% | -$1.53M | ﹤0.01% | 71 |
|
|
2024
Q1 | $1.81M | Hold |
6,000
| – | – | 1.07% | 21 |
|
|
2023
Q4 | $1.58M | Buy |
+6,000
| New | +$1.58M | 1.18% | 22 |
|