RA
Riversedge Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-814
| Closed | -$218K | – | 128 |
|
|
2025
Q1 | $218K | Sell |
814
-1,210
| -60% | -$325K | 0.05% | 104 |
|
|
2024
Q4 | $677K | Buy |
2,024
+104
| +5% | +$34.8K | 0.15% | 51 |
|
|
2024
Q3 | $526K | Buy |
1,920
+122
| +7% | +$33.4K | 0.12% | 52 |
|
|
2024
Q2 | $462K | Sell |
1,798
-56
| -3% | -$14.4K | 0.11% | 54 |
|
|
2024
Q1 | $558K | Sell |
1,854
-82
| -4% | -$24.7K | 0.14% | 50 |
|
|
2023
Q4 | $509K | Sell |
1,936
-417
| -18% | -$110K | 0.14% | 49 |
|
|
2023
Q3 | $477K | Buy |
2,353
+420
| +22% | +$85.2K | 0.14% | 48 |
|
|
2023
Q2 | $408K | Buy |
+1,933
| New | +$408K | 0.11% | 50 |
|