RA
Rise Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
851
+5
| +0.6% | +$1.36K | 0.09% | 86 |
|
|
2025
Q1 | $227K | Buy |
846
+52
| +7% | +$14K | 0.1% | 83 |
|
|
2024
Q4 | $266K | Sell |
794
-32
| -4% | -$10.7K | 0.13% | 71 |
|
|
2024
Q3 | $226K | Buy |
826
+1
| +0.1% | +$274 | 0.11% | 85 |
|
|
2024
Q2 | $212K | Sell |
825
-29
| -3% | -$7.46K | 0.11% | 90 |
|
|
2024
Q1 | $257K | Buy |
854
+494
| +137% | +$149K | 0.14% | 76 |
|
|
2023
Q4 | $94.7K | Hold |
360
| – | – | 0.07% | 108 |
|
|
2023
Q3 | $73K | Buy |
360
+201
| +126% | +$40.8K | 0.06% | 109 |
|
|
2023
Q2 | $33.6K | Sell |
159
-46
| -22% | -$9.72K | 0.03% | 186 |
|
|
2023
Q1 | $41K | Hold |
205
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $27.2K | Sell |
205
-105
| -34% | -$13.9K | 0.02% | 211 |
|
|
2022
Q3 | $45K | Buy |
310
+50
| +19% | +$7.26K | 0.04% | 160 |
|
|
2022
Q2 | $43K | Hold |
260
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $55K | Buy |
260
+50
| +24% | +$10.6K | 0.05% | 141 |
|
|
2021
Q4 | $53.4K | Buy |
+210
| New | +$53.4K | 0.05% | 141 |
|