PCA
Peddock Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
1,166
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $313K | Buy |
1,166
+42
| +4% | +$11.3K | 0.08% | 133 |
|
|
2024
Q4 | $376K | Hold |
1,124
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $308K | Sell |
1,124
-10
| -0.9% | -$2.74K | 0.07% | 133 |
|
|
2024
Q2 | $292K | Sell |
1,134
-3
| -0.3% | -$771 | 0.08% | 131 |
|
|
2024
Q1 | $342K | Hold |
1,137
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $299K | Hold |
1,137
| – | – | 0.09% | 127 |
|
|
2023
Q3 | $231K | Hold |
1,137
| – | – | 0.08% | 133 |
|
|
2023
Q2 | $240K | Buy |
1,137
+8
| +0.7% | +$1.69K | 0.08% | 133 |
|
|
2023
Q1 | $226K | Buy |
+1,129
| New | +$226K | 0.08% | 139 |
|
|
2022
Q3 | – | Sell |
-1,229
| Closed | -$203K | – | 143 |
|
|
2022
Q2 | $203K | Hold |
1,229
| – | – | 0.08% | 144 |
|
|
2022
Q1 | $261K | Hold |
1,229
| – | – | 0.08% | 139 |
|
|
2021
Q4 | $312K | Hold |
1,229
| – | – | 0.1% | 118 |
|
|
2021
Q3 | $333K | Hold |
1,229
| – | – | 0.12% | 113 |
|
|
2021
Q2 | $297K | Hold |
1,229
| – | – | 0.1% | 118 |
|
|
2021
Q1 | $260K | Hold |
1,229
| – | – | 0.1% | 124 |
|
|
2020
Q4 | $273K | Buy |
1,229
+200
| +19% | +$44.4K | 0.14% | 96 |
|
|
2020
Q3 | $259K | Buy |
+1,029
| New | +$259K | 0.16% | 94 |
|
|
2020
Q1 | – | Sell |
-1,199
| Closed | -$195K | – | 126 |
|
|
2019
Q4 | $195K | Buy |
+1,199
| New | +$195K | 0.1% | 112 |
|
|
2019
Q2 | – | Sell |
-1,199
| Closed | -$190K | – | 133 |
|
|
2019
Q1 | $190K | Hold |
1,199
| – | – | 0.1% | 112 |
|
|
2018
Q4 | $164K | Sell |
1,199
-176
| -13% | -$24.1K | 0.1% | 117 |
|
|
2018
Q3 | $219K | Hold |
1,375
| – | – | 0.11% | 114 |
|
|
2018
Q2 | $188K | Sell |
1,375
-20
| -1% | -$2.74K | 0.09% | 122 |
|
|
2018
Q1 | $162K | Hold |
1,395
| – | – | 0.09% | 126 |
|
|
2017
Q4 | $143K | Hold |
1,395
| – | – | 0.07% | 136 |
|
|
2017
Q3 | $130K | Hold |
1,395
| – | – | 0.07% | 138 |
|
|
2017
Q2 | $121K | Buy |
1,395
+1,350
| +3,000% | +$117K | 0.06% | 141 |
|
|
2017
Q1 | $4K | Buy |
45
+25
| +125% | +$2.22K | ﹤0.01% | 209 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 218 |
|
|
2016
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 232 |
|