RIA
Realta Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
827
-9
| -1% | -$2.46K | 0.09% | 164 |
|
|
2025
Q1 | $224K | Buy |
836
+27
| +3% | +$7.25K | 0.1% | 159 |
|
|
2024
Q4 | $269K | Sell |
809
-54
| -6% | -$18K | 0.11% | 157 |
|
|
2024
Q3 | $252K | Sell |
863
-4,942
| -85% | -$1.44M | 0.12% | 155 |
|
|
2024
Q2 | $1.49M | Buy |
5,805
+1,475
| +34% | +$379K | 0.29% | 77 |
|
|
2024
Q1 | $1.3M | Buy |
4,330
+563
| +15% | +$170K | 0.27% | 90 |
|
|
2023
Q4 | $991K | Buy |
3,767
+897
| +31% | +$236K | 0.22% | 117 |
|
|
2023
Q3 | $606K | Sell |
2,870
-40
| -1% | -$8.45K | 0.14% | 169 |
|
|
2023
Q2 | $615K | Sell |
2,910
-223
| -7% | -$47.1K | 0.13% | 174 |
|
|
2023
Q1 | $626K | Sell |
3,133
-1,427
| -31% | -$285K | 0.15% | 165 |
|
|
2022
Q4 | $605K | Sell |
4,560
-701
| -13% | -$92.9K | 0.15% | 162 |
|
|
2022
Q3 | $757K | Buy |
5,261
+2,047
| +64% | +$295K | 0.2% | 133 |
|
|
2022
Q2 | $541K | Buy |
3,214
+202
| +7% | +$34K | 0.13% | 175 |
|
|
2022
Q1 | $640K | Buy |
3,012
+107
| +4% | +$22.7K | 0.13% | 177 |
|
|
2021
Q4 | $738K | Sell |
2,905
-606
| -17% | -$154K | 0.16% | 150 |
|
|
2021
Q3 | $952K | Sell |
3,511
-226
| -6% | -$61.3K | 0.22% | 112 |
|
|
2021
Q2 | $913K | Buy |
3,737
+346
| +10% | +$84.5K | 0.22% | 119 |
|
|
2021
Q1 | $718K | Sell |
3,391
-594
| -15% | -$126K | 0.19% | 142 |
|
|
2020
Q4 | $887K | Buy |
3,985
+488
| +14% | +$109K | 0.25% | 92 |
|
|
2020
Q3 | $879K | Buy |
3,497
+227
| +7% | +$57.1K | 0.29% | 80 |
|
|
2020
Q2 | $613K | Buy |
+3,270
| New | +$613K | 0.2% | 124 |
|
|
2020
Q1 | – | Sell |
-1,087
| Closed | -$178K | – | 511 |
|
|
2019
Q4 | $178K | Sell |
1,087
-145
| -12% | -$23.7K | 0.05% | 361 |
|
|
2019
Q3 | $184K | Sell |
1,232
-91
| -7% | -$13.6K | 0.05% | 346 |
|
|
2019
Q2 | $200K | Buy |
1,323
+981
| +287% | +$148K | 0.06% | 327 |
|
|
2019
Q1 | $56K | Buy |
+342
| New | +$56K | 0.03% | 517 |
|