SHGA
Sand Hill Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Buy |
30,160
+459
| +2% | +$125K | 0.31% | 53 |
|
|
2025
Q1 | $7.97M | Sell |
29,701
-9,303
| -24% | -$2.5M | 0.33% | 48 |
|
|
2024
Q4 | $13M | Sell |
39,004
-1,191
| -3% | -$398K | 0.55% | 28 |
|
|
2024
Q3 | $11M | Buy |
40,195
+244
| +0.6% | +$66.8K | 0.46% | 32 |
|
|
2024
Q2 | $10.3M | Buy |
39,951
+3,162
| +9% | +$813K | 0.47% | 32 |
|
|
2024
Q1 | $11.1M | Sell |
36,789
-1,938
| -5% | -$584K | 0.53% | 31 |
|
|
2023
Q4 | $10.2M | Sell |
38,727
-547
| -1% | -$144K | 0.49% | 33 |
|
|
2023
Q3 | $7.96M | Sell |
39,274
-795
| -2% | -$161K | 0.44% | 35 |
|
|
2023
Q2 | $8.46M | Sell |
40,069
-837
| -2% | -$177K | 0.42% | 35 |
|
|
2023
Q1 | $8.17M | Sell |
40,906
-494
| -1% | -$98.7K | 0.44% | 36 |
|
|
2022
Q4 | $5.49M | Sell |
41,400
-534
| -1% | -$70.8K | 0.31% | 57 |
|
|
2022
Q3 | $6.03M | Sell |
41,934
-72
| -0.2% | -$10.4K | 0.38% | 42 |
|
|
2022
Q2 | $6.93M | Buy |
42,006
+1,799
| +4% | +$297K | 0.39% | 41 |
|
|
2022
Q1 | $8.54M | Buy |
40,207
+1,070
| +3% | +$227K | 0.47% | 31 |
|
|
2021
Q4 | $9.95M | Sell |
39,137
-331
| -0.8% | -$84.1K | 0.56% | 27 |
|
|
2021
Q3 | $10.7M | Sell |
39,468
-732
| -2% | -$199K | 0.65% | 24 |
|
|
2021
Q2 | $9.82M | Buy |
40,200
+1,878
| +5% | +$459K | 0.6% | 24 |
|
|
2021
Q1 | $8.12M | Sell |
38,322
-1,602
| -4% | -$339K | 0.53% | 28 |
|
|
2020
Q4 | $8.88M | Sell |
39,924
-766
| -2% | -$170K | 0.59% | 24 |
|
|
2020
Q3 | $10.2M | Sell |
40,690
-1,020
| -2% | -$256K | 0.78% | 19 |
|
|
2020
Q2 | $7.81M | Sell |
41,710
-415
| -1% | -$77.7K | 0.62% | 22 |
|
|
2020
Q1 | $6.07M | Buy |
42,125
+2,182
| +5% | +$314K | 0.58% | 25 |
|
|
2019
Q4 | $6.5M | Sell |
39,943
-903
| -2% | -$147K | 0.59% | 30 |
|
|
2019
Q3 | $6.06M | Sell |
40,846
-1,060
| -3% | -$157K | 0.57% | 29 |
|
|
2019
Q2 | $6.36M | Sell |
41,906
-1,198
| -3% | -$182K | 0.65% | 24 |
|
|
2019
Q1 | $6.83M | Sell |
43,104
-1,461
| -3% | -$231K | 0.7% | 21 |
|
|
2018
Q4 | $6.1M | Sell |
44,565
-459
| -1% | -$62.9K | 0.66% | 28 |
|
|
2018
Q3 | $7.16M | Sell |
45,024
-2,184
| -5% | -$347K | 0.68% | 24 |
|
|
2018
Q2 | $6.44M | Buy |
47,208
+42,141
| +832% | +$5.75M | 0.64% | 24 |
|
|
2018
Q1 | $589K | Sell |
5,067
-44,651
| -90% | -$5.19M | 0.57% | 35 |
|
|
2017
Q4 | $5.08M | Sell |
49,718
-2,842
| -5% | -$291K | 0.51% | 38 |
|
|
2017
Q3 | $4.91M | Buy |
52,560
+1,186
| +2% | +$111K | 0.52% | 37 |
|
|
2017
Q2 | $4.45M | Buy |
51,374
+23
| +0% | +$1.99K | 0.51% | 42 |
|
|
2017
Q1 | $4.24M | Buy |
51,351
+1,048
| +2% | +$86.5K | 0.55% | 37 |
|
|
2016
Q4 | $3.44M | Buy |
+50,303
| New | +$3.44M | 0.47% | 41 |
|