Old Port Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
842
+20
| +2% | +$5.45K | 0.06% | 217 |
|
|
2025
Q1 | $221K | Sell |
822
-46
| -5% | -$12.3K | 0.07% | 207 |
|
|
2024
Q4 | $290K | Buy |
868
+85
| +11% | +$28.4K | 0.08% | 188 |
|
|
2024
Q3 | $214K | Sell |
783
-1
| -0.1% | -$274 | 0.06% | 227 |
|
|
2024
Q2 | $202K | Buy |
784
+35
| +5% | +$9K | 0.06% | 219 |
|
|
2024
Q1 | $226K | Buy |
+749
| New | +$226K | 0.07% | 208 |
|