PA
PSI Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
825
-199
| -19% | -$54.3K | 0.11% | 99 |
|
|
2025
Q1 | $275K | Sell |
1,024
-189
| -16% | -$50.7K | 0.09% | 101 |
|
|
2024
Q4 | $405K | Sell |
1,213
-661
| -35% | -$221K | 0.12% | 90 |
|
|
2024
Q3 | $513K | Buy |
1,874
+1
| +0.1% | +$274 | 0.15% | 84 |
|
|
2024
Q2 | $482K | Buy |
1,873
+792
| +73% | +$204K | 0.15% | 84 |
|
|
2024
Q1 | $326K | Sell |
1,081
-3,029
| -74% | -$912K | 0.12% | 102 |
|
|
2023
Q4 | $1.08M | Sell |
4,110
-444
| -10% | -$117K | 0.4% | 44 |
|
|
2023
Q3 | $923K | Buy |
4,554
+122
| +3% | +$24.7K | 0.4% | 44 |
|
|
2023
Q2 | $936K | Sell |
4,432
-800
| -15% | -$169K | 0.41% | 48 |
|
|
2023
Q1 | $1.05M | Buy |
5,232
+150
| +3% | +$30K | 0.5% | 42 |
|
|
2022
Q4 | $674K | Sell |
5,082
-960
| -16% | -$127K | 0.36% | 55 |
|
|
2022
Q3 | $869K | Sell |
6,042
-150
| -2% | -$21.6K | 0.46% | 45 |
|
|
2022
Q2 | $1.02M | Buy |
6,192
+298
| +5% | +$49.2K | 0.5% | 38 |
|
|
2022
Q1 | $1.25M | Buy |
5,894
+1,266
| +27% | +$269K | 0.52% | 41 |
|
|
2021
Q4 | $1.18M | Buy |
4,628
+70
| +2% | +$17.8K | 0.48% | 41 |
|
|
2021
Q3 | $1.24M | Sell |
4,558
-1,144
| -20% | -$310K | 0.57% | 35 |
|
|
2021
Q2 | $1.39M | Sell |
5,702
-36
| -0.6% | -$8.79K | 0.73% | 32 |
|
|
2021
Q1 | $1.22M | Buy |
5,738
+988
| +21% | +$209K | 0.72% | 33 |
|
|
2020
Q4 | $1.06M | Buy |
+4,750
| New | +$1.06M | 0.73% | 29 |
|
|
2020
Q1 | – | Sell |
-2,410
| Closed | -$391K | – | 203 |
|
|
2019
Q4 | $391K | Buy |
+2,410
| New | +$391K | 0.25% | 84 |
|