PMA
Prudent Man Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,846
+1,192
| +33% | +$325K | 0.42% | 56 |
|
|
2025
Q1 | $981K | Buy |
3,654
+19
| +0.5% | +$5.1K | 0.36% | 66 |
|
|
2024
Q4 | $1.22M | Sell |
3,635
-235
| -6% | -$78.6K | 0.44% | 47 |
|
|
2024
Q3 | $1.06M | Sell |
3,870
-177
| -4% | -$48.4K | 0.35% | 67 |
|
|
2024
Q2 | $1.04M | Buy |
4,047
+136
| +3% | +$35K | 0.37% | 63 |
|
|
2024
Q1 | $1.18M | Sell |
3,911
-594
| -13% | -$179K | 0.44% | 51 |
|
|
2023
Q4 | $1.19M | Sell |
4,505
-665
| -13% | -$175K | 0.44% | 50 |
|
|
2023
Q3 | $1.05M | Sell |
5,170
-106
| -2% | -$21.5K | 0.42% | 54 |
|
|
2023
Q2 | $1.12M | Sell |
5,276
-79
| -1% | -$16.7K | 0.42% | 48 |
|
|
2023
Q1 | $1.07M | Buy |
5,355
+56
| +1% | +$11.2K | 0.42% | 50 |
|
|
2022
Q4 | $703K | Buy |
5,299
+2,655
| +100% | +$352K | 0.28% | 78 |
|
|
2022
Q3 | $380K | Sell |
2,644
-14
| -0.5% | -$2.01K | 0.18% | 114 |
|
|
2022
Q2 | $439K | Sell |
2,658
-35
| -1% | -$5.78K | 0.2% | 100 |
|
|
2022
Q1 | $572K | Sell |
2,693
-120
| -4% | -$25.5K | 0.23% | 89 |
|
|
2021
Q4 | $715K | Sell |
2,813
-55
| -2% | -$14K | 0.27% | 74 |
|
|
2021
Q3 | $778K | Sell |
2,868
-28
| -1% | -$7.6K | 0.29% | 69 |
|
|
2021
Q2 | $707K | Buy |
2,896
+125
| +5% | +$30.5K | 0.27% | 78 |
|
|
2021
Q1 | $587K | Buy |
2,771
+72
| +3% | +$15.3K | 0.25% | 81 |
|
|
2020
Q4 | $601K | Sell |
2,699
-122
| -4% | -$27.2K | 0.25% | 76 |
|
|
2020
Q3 | $709K | Sell |
2,821
-225
| -7% | -$56.5K | 0.38% | 58 |
|
|
2020
Q2 | $571K | Buy |
+3,046
| New | +$571K | 0.51% | 56 |
|