RCA
Resonant Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
9,498
+970
| +11% | +$265K | 0.17% | 101 |
|
|
2025
Q1 | $2.29M | Buy |
8,528
+569
| +7% | +$153K | 0.16% | 97 |
|
|
2024
Q4 | $2.66M | Buy |
7,959
+758
| +11% | +$254K | 0.19% | 92 |
|
|
2024
Q3 | $1.97M | Buy |
7,201
+3,763
| +109% | +$1.03M | 0.15% | 110 |
|
|
2024
Q2 | $884K | Buy |
3,438
+212
| +7% | +$54.5K | 0.07% | 156 |
|
|
2024
Q1 | $973K | Buy |
3,226
+1,585
| +97% | +$478K | 0.08% | 147 |
|
|
2023
Q4 | $432K | Buy |
1,641
+71
| +5% | +$18.7K | 0.04% | 192 |
|
|
2023
Q3 | $318K | Buy |
1,570
+52
| +3% | +$10.5K | 0.03% | 210 |
|
|
2023
Q2 | $321K | Buy |
1,518
+179
| +13% | +$37.8K | 0.03% | 202 |
|
|
2023
Q1 | $268K | Sell |
1,339
-254
| -16% | -$50.7K | 0.03% | 217 |
|
|
2022
Q4 | $211K | Buy |
+1,593
| New | +$211K | 0.03% | 249 |
|