SSA
Sierra Summit Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
2,170
+12
| +0.6% | +$3.27K | 0.11% | 142 |
|
|
2025
Q1 | $579K | Buy |
2,158
+768
| +55% | +$206K | 0.13% | 133 |
|
|
2024
Q4 | $465K | Hold |
1,390
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $380K | Sell |
1,390
-32,188
| -96% | -$8.81M | 0.09% | 117 |
|
|
2024
Q2 | $8.63M | Buy |
33,578
+4,779
| +17% | +$1.23M | 2.14% | 17 |
|
|
2024
Q1 | $8.67M | Sell |
28,799
-225
| -0.8% | -$67.8K | 2.36% | 18 |
|
|
2023
Q4 | $7.64M | Buy |
+29,024
| New | +$7.64M | 2.23% | 12 |
|