SWA
Sax Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
4,773
+1,378
| +41% | +$376K | 0.08% | 145 |
|
|
2025
Q1 | $911K | Buy |
3,395
+31
| +0.9% | +$8.32K | 0.07% | 152 |
|
|
2024
Q4 | $1.12M | Buy |
3,364
+1,465
| +77% | +$490K | 0.09% | 110 |
|
|
2024
Q3 | $520K | Buy |
1,899
+962
| +103% | +$263K | 0.05% | 151 |
|
|
2024
Q2 | $241K | Buy |
937
+162
| +21% | +$41.7K | 0.02% | 241 |
|
|
2024
Q1 | $233K | Buy |
+775
| New | +$233K | 0.03% | 170 |
|
|
2023
Q3 | – | Sell |
-1,022
| Closed | -$216K | – | 182 |
|
|
2023
Q2 | $216K | Hold |
1,022
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $204K | Buy |
+1,022
| New | +$204K | 0.04% | 168 |
|
|
2022
Q4 | – | Sell |
-3,010
| Closed | -$433K | – | 172 |
|
|
2022
Q3 | $433K | Hold |
3,010
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $497K | Buy |
3,010
+3
| +0.1% | +$495 | 0.13% | 104 |
|
|
2022
Q1 | $638K | Buy |
3,007
+16
| +0.5% | +$3.4K | 0.15% | 88 |
|
|
2021
Q4 | $760K | Buy |
2,991
+4
| +0.1% | +$1.02K | 0.16% | 84 |
|
|
2021
Q3 | $810K | Hold |
2,987
| – | – | 0.19% | 71 |
|
|
2021
Q2 | $730K | Buy |
2,987
+5
| +0.2% | +$1.22K | 0.25% | 71 |
|
|
2021
Q1 | $632K | Buy |
2,982
+752
| +34% | +$159K | 0.23% | 80 |
|
|
2020
Q4 | $496K | Buy |
+2,230
| New | +$496K | 0.23% | 77 |
|