SAI
Savvy Advisors Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
7,326
+1,498
| +26% | +$409K | 0.13% | 117 |
|
|
2025
Q1 | $1.56M | Buy |
5,828
+1,031
| +21% | +$277K | 0.16% | 106 |
|
|
2024
Q4 | $1.6M | Buy |
4,797
+1,614
| +51% | +$540K | 0.19% | 91 |
|
|
2024
Q3 | $871K | Buy |
3,183
+517
| +19% | +$142K | 0.18% | 118 |
|
|
2024
Q2 | $685K | Buy |
2,666
+1,278
| +92% | +$329K | 0.22% | 102 |
|
|
2024
Q1 | $418K | Buy |
1,388
+146
| +12% | +$44K | 0.24% | 115 |
|
|
2023
Q4 | $327K | Buy |
+1,242
| New | +$327K | 0.32% | 96 |
|