SIA
SeaBridge Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
21,008
+529
| +3% | +$144K | 1.07% | 26 |
|
|
2025
Q1 | $5.5M | Buy |
20,479
+399
| +2% | +$107K | 1.19% | 21 |
|
|
2024
Q4 | $6.71M | Buy |
20,080
+333
| +2% | +$111K | 1.4% | 16 |
|
|
2024
Q3 | $5.4M | Buy |
19,747
+178
| +0.9% | +$48.7K | 1.32% | 19 |
|
|
2024
Q2 | $5.03M | Buy |
19,569
+1,306
| +7% | +$336K | 1.3% | 17 |
|
|
2024
Q1 | $5.5M | Buy |
18,263
+79
| +0.4% | +$23.8K | 1.45% | 15 |
|
|
2023
Q4 | $4.78M | Buy |
18,184
+41
| +0.2% | +$10.8K | 1.39% | 15 |
|
|
2023
Q3 | $3.68M | Buy |
18,143
+319
| +2% | +$64.7K | 1.21% | 20 |
|
|
2023
Q2 | $3.77M | Buy |
17,824
+148
| +0.8% | +$31.3K | 1.24% | 18 |
|
|
2023
Q1 | $3.53M | Buy |
17,676
+11,106
| +169% | +$2.22M | 1.23% | 21 |
|
|
2022
Q4 | $871K | Sell |
6,570
-7,580
| -54% | -$1.01M | 0.31% | 91 |
|
|
2022
Q3 | $2.04M | Buy |
14,150
+356
| +3% | +$51.2K | 0.71% | 49 |
|
|
2022
Q2 | $2.28M | Buy |
13,794
+8,456
| +158% | +$1.4M | 0.73% | 46 |
|
|
2022
Q1 | $1.13M | Buy |
+5,338
| New | +$1.13M | 0.34% | 89 |
|