PA
Probity Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
3,568
+224
| +7% | +$61.1K | 0.17% | 94 |
|
|
2025
Q1 | $897K | Buy |
3,344
+95
| +3% | +$25.5K | 0.17% | 98 |
|
|
2024
Q4 | $1.09M | Buy |
3,249
+86
| +3% | +$28.8K | 0.21% | 83 |
|
|
2024
Q3 | $866K | Buy |
3,163
+184
| +6% | +$50.4K | 0.17% | 105 |
|
|
2024
Q2 | $766K | Buy |
2,979
+175
| +6% | +$45K | 0.16% | 107 |
|
|
2024
Q1 | $845K | Sell |
2,804
-99
| -3% | -$29.8K | 0.17% | 102 |
|
|
2023
Q4 | $764K | Sell |
2,903
-112
| -4% | -$29.5K | 0.17% | 107 |
|
|
2023
Q3 | $611K | Sell |
3,015
-82
| -3% | -$16.6K | 0.14% | 100 |
|
|
2023
Q2 | $654K | Buy |
+3,097
| New | +$654K | 0.14% | 101 |
|
|
2022
Q4 | $413K | Buy |
3,118
+82
| +3% | +$10.9K | 0.09% | 132 |
|
|
2022
Q3 | $437K | Buy |
3,036
+20
| +0.7% | +$2.88K | 0.11% | 118 |
|
|
2022
Q2 | $498K | Buy |
3,016
+140
| +5% | +$23.1K | 0.12% | 119 |
|
|
2022
Q1 | $611K | Buy |
2,876
+417
| +17% | +$88.6K | 0.13% | 111 |
|
|
2021
Q4 | $625K | Buy |
2,459
+201
| +9% | +$51.1K | 0.12% | 119 |
|
|
2021
Q3 | $612K | Buy |
2,258
+181
| +9% | +$49.1K | 0.13% | 121 |
|
|
2021
Q2 | $507K | Buy |
2,077
+567
| +38% | +$138K | 0.11% | 128 |
|
|
2021
Q1 | $320K | Buy |
+1,510
| New | +$320K | 0.07% | 157 |
|
|
2020
Q3 | $290K | Buy |
1,155
+1
| +0.1% | +$251 | 0.08% | 148 |
|
|
2020
Q2 | $216K | Buy |
+1,154
| New | +$216K | 0.07% | 162 |
|