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Prossimo Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
2,797
-585
| -17% | -$160K | 0.61% | 42 |
|
|
2025
Q1 | $908K | Buy |
3,382
+16
| +0.5% | +$4.3K | 0.68% | 40 |
|
|
2024
Q4 | $1.13M | Buy |
3,366
+32
| +1% | +$10.7K | 0.81% | 31 |
|
|
2024
Q3 | $913K | Buy |
3,334
+73
| +2% | +$20K | 0.67% | 42 |
|
|
2024
Q2 | $838K | Buy |
3,261
+1,469
| +82% | +$377K | 0.76% | 39 |
|
|
2024
Q1 | $540K | Buy |
1,792
+207
| +13% | +$62.4K | 1.04% | 31 |
|
|
2023
Q4 | $417K | Buy |
+1,585
| New | +$417K | 0.88% | 38 |
|