SIA
Schechter Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2M | Sell |
7,453
-1,162
| -13% | -$312K | 0.16% | 122 |
|
|
2024
Q4 | $2.88M | Sell |
8,615
-267
| -3% | -$89.3K | 0.22% | 93 |
|
|
2024
Q3 | $2.43M | Sell |
8,882
-6,696
| -43% | -$1.83M | 0.18% | 102 |
|
|
2024
Q2 | $4.01M | Sell |
15,578
-1,081
| -6% | -$278K | 0.3% | 58 |
|
|
2024
Q1 | $5.02M | Buy |
16,659
+2,606
| +19% | +$785K | 0.38% | 47 |
|
|
2023
Q4 | $3.7M | Sell |
14,053
-620
| -4% | -$163K | 0.32% | 57 |
|
|
2023
Q3 | $2.98M | Buy |
14,673
+470
| +3% | +$95.3K | 0.29% | 59 |
|
|
2023
Q2 | $3M | Sell |
14,203
-2,059
| -13% | -$435K | 0.27% | 66 |
|
|
2023
Q1 | $3.25M | Buy |
16,262
+5,735
| +54% | +$1.15M | 0.3% | 59 |
|
|
2022
Q4 | $1.4M | Buy |
10,527
+2,853
| +37% | +$378K | 0.13% | 198 |
|
|
2022
Q3 | $1.1M | Sell |
7,674
-6,043
| -44% | -$869K | 0.11% | 243 |
|
|
2022
Q2 | $2.26M | Buy |
13,717
+3,215
| +31% | +$530K | 0.22% | 80 |
|
|
2022
Q1 | $2.23M | Sell |
10,502
-2,014
| -16% | -$428K | 0.21% | 91 |
|
|
2021
Q4 | $3.18M | Buy |
+12,516
| New | +$3.18M | 0.29% | 58 |
|