RWPA
Richard W. Paul & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18K | Sell |
8
-1,233
| -99% | -$336K | ﹤0.01% | 296 |
|
|
2025
Q1 | $333K | Sell |
1,241
-17
| -1% | -$4.56K | 0.13% | 137 |
|
|
2024
Q4 | $421K | Sell |
1,258
-56
| -4% | -$18.7K | 0.15% | 131 |
|
|
2024
Q3 | $360K | Sell |
1,314
-20
| -1% | -$5.48K | 0.13% | 138 |
|
|
2024
Q2 | $343K | Sell |
1,334
-9
| -0.7% | -$2.31K | 0.13% | 140 |
|
|
2024
Q1 | $404K | Sell |
1,343
-57
| -4% | -$17.2K | 0.16% | 131 |
|
|
2023
Q4 | $368K | Sell |
1,400
-37
| -3% | -$9.74K | 0.15% | 130 |
|
|
2023
Q3 | $291K | Sell |
1,437
-51
| -3% | -$10.3K | 0.13% | 141 |
|
|
2023
Q2 | $314K | Buy |
+1,488
| New | +$314K | 0.14% | 148 |
|