PIA
Petredis Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
20,137
+236
| +1% | +$64.4K | 0.48% | 46 |
|
|
2025
Q1 | $5.34M | Buy |
19,901
+234
| +1% | +$62.8K | 0.56% | 40 |
|
|
2024
Q4 | $6.58M | Sell |
19,667
-362
| -2% | -$121K | 0.68% | 32 |
|
|
2024
Q3 | $5.48M | Sell |
20,029
-49
| -0.2% | -$13.4K | 0.58% | 42 |
|
|
2024
Q2 | $5.16M | Sell |
20,078
-31
| -0.2% | -$7.97K | 0.58% | 41 |
|
|
2024
Q1 | $6.06M | Buy |
20,109
+305
| +2% | +$91.9K | 0.73% | 33 |
|
|
2023
Q4 | $5.21M | Sell |
19,804
-634
| -3% | -$167K | 0.68% | 37 |
|
|
2023
Q3 | $4.14M | Buy |
20,438
+77
| +0.4% | +$15.6K | 0.59% | 39 |
|
|
2023
Q2 | $4.3M | Sell |
20,361
-109
| -0.5% | -$23K | 0.59% | 42 |
|
|
2023
Q1 | $4.09M | Sell |
20,470
-463
| -2% | -$92.5K | 0.64% | 45 |
|
|
2022
Q4 | $2.78M | Buy |
+20,933
| New | +$2.78M | 0.5% | 54 |
|